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AMG · Financial Services · Asset Management · Market cap $9.69B

2 funds in our archive have pitched Affiliated Managers Group — most recently Guinness Global Money Managers Fund in July 2026.

Company profile

Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Affiliated Managers Group, with no move described.

Fund letters reporting a position in Affiliated Managers Group, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001
Q2 20261000
Q4 20250001

Fund activity · 2 positions

  • HoldsGuinness Global Money Managers Fund
    July 2026

    Listed in Guinness Global Money Managers Fund’s reported holdings.

    Read the letterAffiliated Managers Group
  • HoldsAriel Investments Small Cap Value Strategy
    June 2026
    2 Affiliated Managers Group, Inc. Financials 4.66
    Read the letterAffiliated Managers Group

Fund coverage · 2 theses

  • Guinness Global Money Managers Fund
    July 2026

    Affiliated Managers Group is treated as a long-term winner in alternatives thanks to structural private-markets growth, new retail distribution and attractive valuations.

    Read the full thesis
  • Ariel Small Cap Value
    December 2025

    Affiliated Managers Group, Inc. benefits from strong demand for tax-aware and alternative strategies, strategic partnerships, and disciplined capital allocation to drive earnings growth.

    Read the full thesis

Read every full thesis on Affiliated Managers Group

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