AMG Celebrates 10 Year Anniversary Offering Industry-Leading Boutique Investment Strategies in Australia

Sean Healy

Affiliated Managers Group, Inc., a global asset management company with over AU$950 billion in client assets under management, announced that the group has reached a significant milestone in celebrating 10 years in the Australian funds management market.

Over the past decade, AMG has more than doubled the number of Affiliates it represents in Australia, to include Artemis Investment Management; AQR Capital Management; BlueMountain Capital Management; First Quadrant; Harding Loevner; Ivory Capital; Pantheon; Trilogy Global Advisors; Tweedy, Browne Company; ValueAct Capital; and Yacktman Asset Management. As of September 30, 2016, AMG’s Affiliates managed over AU$43 billion for Australian clients across a wide array of performance-oriented equity and alternative strategies.

“As we look back on a successful decade in Australia, we are pleased to have strengthened our commitment to clients in the region with increased professional support and an expanded array of investment strategies across a growing number of diverse Affiliates,” said Gregor Rennie, Managing Director and Head of Distribution, Australia & New Zealand.

“Initially, AMG covered only institutional investors in Australia, but over the last decade we have also become active in a number of additional channels, including family offices and high net worth individuals, as well as wholesale investors such as financial planning dealer groups and licensees, research houses and platforms.

AMG’s presence here has coincided with a growing investor appetite for global assets, and given their expertise and outstanding performance track records in alpha-oriented products, particularly in global and emerging markets equities and a wide range of alternative strategies, our Affiliates are well-positioned to generate excellent returns for Australian clients.”

“AMG’s success in Australia reflects our success globally; the 2006 launch of our Australian distribution strategy marked our first step in extending the marketing reach of our Affiliates in key markets around the world, and today we look forward to our next decade in the region,” added Sean Healey, Chairman and Chief Executive Officer of AMG.

“Through our global distribution strategy, which combines Affiliate-driven marketing efforts with the platform and resources of a global franchise, we offer Affiliates the benefit of scale in global institutional and retail markets on a basis best suited for, and complementary to, each Affiliate’s own distribution strategy and efforts. Our
centralized global distribution platform is an important aspect of AMG’s unique partnership approach, which ensures aligned incentives through direct retained equity ownership and, importantly, preserves the entrepreneurial orientation that distinguishes the most successful independent investment firms.”