Affiliated Managers Group Inc

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Affiliated Managers Group is an American international holding company with equity investments in a diverse group of boutique investment management firms. AMG operates as an asset management firm through its boutique firms, and provides assistance to them in strategic matters, marketing, distribution, product development and operations.
Sales are distributed geographically thus: USA: 68.2%; UK: 25.5%; Other: 6.3%. Activity is organised around 3 sectors:

  1. Pooled investment fund management;
  2. Capital investment fund management;
  3. Wealth management.



Total float: 72.9%
Source: MarketScreener.svg, Mar.2020


~34 of them. link

Artemis Investment Management LLP

Artemis Investment Management is an Edinburgh–based fund management business, offering a range of funds which invest around the world. Clients include retail investors, financial advisers and institutional investors such as pension funds and financial institutions. The firm has offices in Edinburgh and London. Affiliated Managers Group purchased a 50% stake in Jan.2010.ref

Artemis was founded in 1997. In Jun.2002, ABN AMRO acquired a majority stake of 58%.ref In Oct.2007, RFS Holdings, (a consortium of Fortis NV, Royal Bank of Scotland Group plc and Banco Santander SA),ref acquired ABN AMRO, with Fortis gaining the Asset Management, Private Banking and the Netherlands business units. In Sept.2008, Fortis acquired the remaining 42% of Artemis.ref In Feb.2010, Affiliated Managers Group partnered with management to buy out Fortis,ref,ref by then owned by BNP Paribas SA, with AMG taking a majority stake. The partnership is a financial one; AMG is not involved in the day-to-day running of the business.ref ref

ToDo †ABN AMRO History, Timeline, ABN + Fortis (all in

Genesis Investment Management LLP

Genesis is a specialist investment management firm which focuses on investment in emerging market equities for institutional investors. They believe that superior long-term investment returns in emerging market equities are delivered by identifying underpriced companies through their own independent research and disciplined analysis, and using a bottom-up investment approach to create a diversified portfolio.

Genesis Emerging Markets Fund,[1] launched in 1989, invests in high-quality companies listed in, or with substantial exposure to, emerging markets.

The firm was founded in Feb.1988 as "Giml Ltd"OpenCorporates-sm.svg; it resurfaced as "Genesis Investment Management LLP"OpenCorporates-sm.svg in Jun.2004 when AMG acquired a 60% equity interest. The remaining 40% is held by a group of Genesis' management.ref

Systematic Financial Management LP

Systematic is an indirect wholly-owned affiliate of Affiliated Managers Group Inc.ref Systematic serves as an investment adviser or sub-adviser to various clients, including, but not limited to, corporations and business entities, pension and profit sharing plans, mutual funds, single and multi-employer Taft-Hartley (union) plans, governmental entities, banks, charitable organizations, other pooled investment vehicles and private clients.ref

TimesSquare Capital Management

Flag-USA.svg TimesSquare Capital Management primarily provides its services to pension and profit sharing plans; it also caters to high net worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, govt entities, endowments and foundations, pension plans, and insurance companies. The firm invests in the public equity markets of the world. The firm conducts in-house research to make its investments.
The firm was founded in Jan.2000, and is based in New York city. Webpage

Tweedy, Browne Company LLC

Flag-USA.svg Tweedy, Browne Company LLC provides investment management for institutions, individuals, offshore funds and four mutual funds. The firm offers its clients a value strategy that seeks long-term growth of capital by investing in companies around the globe that the adviser believes to have above-average dividend yields, an established history of paying dividends and reasonable valuations.

Tweedy, Browne is owned by its 4 Managing Directors, William H Browne, Thomas H Shrager, John D Spears and Robert Q Wyckoff Jr; certain other employees of Tweedy, Browne; and a wholly-owned subsidiary of Affiliated Managers Group Inc, which acquired a majority interest of 71% in 1997.

The firm was founded in 1920, and is based in Stamford, Connecticut. Webpage

Veritas Asset Management LLP

Flag-UK.svg Veritas Asset Management provides services to high net worth individuals, institutions, charities, and trusts, and invests in the public equity and fixed income markets worldwide. Veritas joined AMG in Oct.2014.
The firm, formerly known as Veritas Asset Management (UK) Ltd, was founded in 1996, and is based in London, with an additional office in Hong Kong.ref, Webpage, Website, Website.arch

Yacktman Asset Management LP

Flag-USA.svg Yacktman Asset Management is an equity investment manager, which invests in high-quality businesses at low valuations with the goal of generating outperformance over a full market cycle while managing the level of risk. The investment team aims to be objective, patient, and diligent and makes investment decisions based on the merits of individual securities rather than trying to forecast the market.ref


ToDo: Reports: 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2008.

GEOCapital LLC, Applewood Associates: link, link, link, AMG search, Crunchbase, link. GeoCapital LLC was owned by investment principals (50%) and owned by Affiliated Managers Group (50%). In Sept.1997, AMG completed their investment in GeoCapital LLC.