AMG Funds is part of Affiliated Managers Group (AMG), the world’s 10th largest publicly-traded investment firm1, 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 its broad array of independent and autonomous investment management Affiliates, AMG Funds provides successful investors a wide range of truly differentiated solutions.
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.
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.
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1 By reported assets under management as of March 31, 2019.
2As 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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