Distributor of AMG's World-Leading Alpha-Generating Boutique Firms
AMG Funds is part of Affiliated Managers Group (AMG), which is in the top 10 of the world's largest publicly traded investment firms1, and the largest provider of boutique investment management expertise. Boutique investment managers have competitive advantages that have been empirically proven to outperform non-boutique peers and indices over the long-term2.
Through our broad array of independent and autonomous investment management Affiliates, we provide successful investors a wide range of truly differentiated solutions.
The Boutique Advantage in Generating Alpha
In the debate over active management, the outperformance of boutique managers has been largely overlooked. This snapshot highlights key statistics from recent research, along with special characteristics that give boutiques an edge.
Boutiques Created Significant Value Versus Indices
Boutiques outpaces Indices in average annual net excess returns by:
Greater Excess Wealth Compared to Non-Boutiques
Investing exclusively with boutiques would have created a greater excess of wealth of:
Boutiques Broadly Outperformed Non-Boutiques
Boutiques outperformed non-boutiques in institutional equity categories by:
Exceptional Excess Returns Versus Indices
Top-decile boutique strategies added an average annual:
And Top-quartile boutiques added an average annual:
Past performance is no guarantee of future results. Investing involves risk. This should not be construed as recommendation or investment advice. Data sources are believed to be reliable but there is no guarantee as to accuracy.
Source: AMG proprietary analysis and classification of firms and strategies. Statistics shown are on an average annual basis for the 20 year period from 3/31/98 to 3/31/18 for 11 institutional equity categories examined. Firms represented include AMG Affiliates. MercerInsight® database utilized for return data. For full methodology, please see “The Boutique Premium: The Boutique Advantage in Generating Alpha” available at AMG.com.
1 As of December 31, 2019. Sources: P&I Survey, IPE, Morningstar, eVestment, Company Filings, AMG Analysis. “Active Return-Seeking” excludes passive investments, money market, and fixed income investments.
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