Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SAMG Relative to the S&P 500

SAMG 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 Silvercrest Asset Management Group Inc. (NASD:SAMG) seasonal charts above shows that a Buy Date of September 29 and a Sell Date of January 1 has resulted in a geometric average return of 6.75% above the benchmark rate of the S&P 500 Total Return Index over the past 9 years. This seasonal timeframe has shown positive results compared to the benchmark in 8 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 9 years by an average of 11.46% 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.

A word of caution: Only 9 years of data is available for shares of SAMG, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Silvercrest Asset Management Group Inc is a wealth management firm focused on providing financial advisory and related family office services to ultra-high net worth individuals and institutional investors. It advises clients on traditional investment strategies focused on equities, fixed income and cash as well as non-traditional investment strategies including hedge funds, private equity funds, real estate and commodities. It also provides clients with family office services and related administrative services, which include financial planning, tax planning and preparation, partnership accounting and fund administration, and consolidated wealth reporting. The company derives revenues principally from assets under management.

To download SAMG seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: SAMG