Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

AMG Relative to the S&P 500

AMG Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Affiliated Managers Group Inc. (NYSE:AMG) seasonal charts above shows that a Buy Date of January 21 and a Sell Date of June 8 has resulted in a geometric average return of 2.1% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 3.46% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of September 2022, AMG’s affiliate network?which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 37% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (27%) and Frontier, River Road, Parnassus, and Yacktman in U.S. equities (20%)?had $644.6 billion in managed assets.

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Stocks mentioned in this post: AMG