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Upturn AI SWOT - About
MGR 
Affiliated Managers Group Inc (MGR)
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Upturn Advisory Summary
09/12/2025: MGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 6.58% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.15B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 |
52 Weeks Range 19.57 - 23.89 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 6.46% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) 20.33% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Affiliated Managers Group Inc
Company Overview
History and Background
Affiliated Managers Group (AMG) was founded in 1993 by William J. Nutt. It focuses on acquiring equity stakes in boutique investment management firms. AMG provides its affiliates with centralized distribution, marketing, technology, and operational support, allowing them to focus on investment performance.
Core Business Areas
- Affiliate Management: AMG acquires and holds equity stakes in independent investment management firms (affiliates).
- Distribution and Support: AMG provides centralized services like marketing, distribution, technology, and operations to its affiliates.
Leadership and Structure
Jay C. Horgen is the President and Chief Executive Officer. AMG operates with a decentralized structure, granting significant autonomy to its affiliate firms while providing centralized support services.
Top Products and Market Share
Key Offerings
- Alternative Investments: Affiliates offer hedge funds, private equity, and real estate investments. The TAM is large but fragmented with many specialized competitors.
- Equity Investments: Affiliates manage equity portfolios for institutional and retail clients. Market share varies depending on the specific strategies and affiliates. Competitors include traditional asset managers like BlackRock and State Street, as well as other multi-boutique firms.
- Fixed Income Investments: Affiliates manage fixed income portfolios. Market share varies. Competitors include PIMCO, BlackRock and Fidelity.
- Multi-Asset Strategies: Some affiliates offer multi-asset solutions. Competitors include large asset managers with diversified offerings.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee pressure, and a growing demand for specialized investment strategies and ESG considerations. Technological advancements and regulatory changes are also shaping the landscape.
Positioning
AMG is positioned as a strategic partner to independent investment management firms, allowing them to maintain their autonomy while benefiting from AMG's centralized support. This model attracts high-quality boutique firms.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AMG is positioned to capture a portion of this TAM by acquiring and supporting specialized investment managers, allowing them to reach a broader range of clients and investment mandates.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams through multiple affiliates
- Strong relationships with independent investment managers
- Decentralized operating model fosters innovation and performance
- Experienced management team
- Established track record of acquiring and integrating affiliates
Weaknesses
- Reliance on the performance of affiliate firms
- Potential for key person risk at affiliate firms
- Complexity in managing a diverse group of affiliates
- Vulnerable to general market trends and investor sentiments
- High Debt to Equity ratio
Opportunities
- Continued consolidation in the asset management industry
- Growing demand for specialized investment strategies
- Expansion into new geographic markets
- Increased adoption of technology in asset management
- Growth in alternative investments and private markets
Threats
- Increased competition from larger asset managers
- Fee compression in the asset management industry
- Regulatory changes impacting investment management firms
- Economic downturns impacting asset values and investor sentiment
- Rising interest rates
Competitors and Market Share
Key Competitors
- Focus Financial Partners Inc (FOCS)
- Victory Capital Holdings Inc (VCTR)
- Janus Henderson Group plc (JHG)
Competitive Landscape
AMG's decentralized model differentiates it from larger asset managers. Its key advantage lies in attracting and retaining talented investment professionals within its affiliate firms. A potential disadvantage is the reliance on the performance of individual affiliates.
Major Acquisitions
Systematic Financial Management LP
- Year: 2021
- Acquisition Price (USD millions): 375
- Strategic Rationale: Expanded AMG's capabilities in quantitative investment strategies and enhanced its presence in the institutional market.
Growth Trajectory and Initiatives
Historical Growth: Financial data would be needed to populate this section. Providing estimated or inaccurate data is against guidelines.
Future Projections: Future projections are dependent on market conditions and analysts' estimates, which are subject to change.
Recent Initiatives: AMG continues to seek strategic acquisitions of high-quality boutique investment firms. They also focus on enhancing their technology and distribution capabilities to support their affiliates.
Summary
Affiliated Managers Group operates a unique model of acquiring stakes in diverse, independent investment firms. This decentralized structure fosters innovation, but also relies on affiliate performance. The company benefits from a diversified revenue stream, but faces competition from larger, more established asset managers and is subject to changes in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Affiliated Managers Group Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2019-03-29 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees 4100 | Website |
Full time employees 4100 | Website | ||
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. The company was formed as a corporation under the laws of Delaware in 1993. Affiliated Managers Group is based in Prides Crossing, Massachusetts.
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