Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

AGF-B.TO Relative to the S&P 500

AGF-B.TO 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 AGF Management Ltd. (TSE:AGF/B.TO) seasonal charts above shows that a Buy Date of December 9 and a Sell Date of April 6 has resulted in a geometric average return of 0.99% 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 15 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 7.36% per year.

The seasonal timeframe correlates Very Well 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.

AGF Management is predominantly a Canadian-based independent asset manager (with some very minor operations and investments in the US, the UK, Ireland, and Asia). At the end of October 2024, the firm had CAD 51.5 billion in total assets under management, or AUM, derived from its retail (CAD 29.2 billion), institutional/sub-advised (CAD 14.0 billion), and high-net worth (CAD 8.4 billion) channels. AGF Management’s funds are weighted more heavily toward equities, with roughly three quarters of the firm’s reported retail AUM being equity-related. That said, the company does use fundamental, quantitative, and alternative strategies to manage its investment funds.

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Stocks mentioned in this post: AGF-B.TO