History

AMG is an established global asset management company with equity investments in leading investment management firms. Here are some highlights of AMG’s history.

2016
AMG announces its acquisition of minority equity interests in five leading alternative investment firms from Petershill Fund I: Winton Capital Group Ltd., Capula Investment Management LLP, Partner Fund Management, L.P., Mount Lucas Management LP, and CapeView Capital LLP.

AMG completes its investment in Baring Private Equity Asia, the largest dedicated Asian private equity firm. Through its pan-Asian investment platform, Baring Asia specializes in growth-oriented investments, sponsoring management buyouts and providing capital to companies for expansion, recapitalization, or acquisitions.

AMG completes its investment in Systematica Investments LP, an innovative technology-driven firm focused on the rigorous application of science and technology to the investment process. Systematica is recognized as one of the leading managed futures and systematic trading managers in the world.

AMG completes its investment in Ivory Investment Management, L.P., a leading investment firm with a history of alpha generation over nearly two decades through a research-intensive, fundamental value-based approach.

2015
AMG completes its investment in Abax Investments (Pty) Ltd, a highly regarded investment firm that offers South African equity, fixed income, strategic and tactical asset allocation strategies, as well as a separate global equity strategy.

AMG Wealth Partners completes its investment in myCIO Wealth Partners, LLC, a Comprehensive, Independent and Objective (CIO) advisory firm that provides financial consulting services to individuals, families, endowments, defined contribution and defined benefit plans, and trusts.

AMG Wealth Partners completes its investment in Baker Street Advisors LLC, a wealth management firm that provides customized wealth management and comprehensive investment advisory solutions to individuals, families, and foundations.

2014
AMG increases its investment in AQR Capital Management, LLC, a leading global investment manager which has been an AMG Affiliate since 2004.

AMG completes its investment in Veritas Asset Management LLP, a leading independent global and Asian equity manager with award-winning investment strategies that seek to deliver long-term real returns through both long-only and long-short mandates across both funds and segregated portfolios.

AMG completes its investment in SouthernSun Asset Management, a high quality investment manager with industry-leading U.S. small- and mid-cap strategies.

AMG completes its investment in EIG Global Energy Partners (EIG), a leading global alternative investment firm specializing in private investments in energy and energy-related infrastructure, with the longest continuous track record of any institutional investor in the industry.

AMG completes its investment in River Road Asset Management, which offers industry-leading value-oriented equity strategies using a proven “absolute value” investment philosophy designed to provide sustainable, low-volatility returns over the long term.

2013
AMG establishes an office in Zurich, enhancing its European distribution capabilities.

2012
AMG increases its investment in BlueMountain Capital Management, a leading global credit alternatives manager which has been an AMG Affiliate since 2007.

AMG completes its investment in Yacktman Asset Management, a highly-regarded investment manager specializing in large-cap equities through a unique, value-oriented approach.

AMG Wealth Partners makes its first investment in Veritable, a leading wealth management firm that provides ultra-high-net-worth families with comprehensive, objective and customized wealth advisory services utilizing an open-architecture investment approach.

AMG establishes an office in Dubai International Financial Centre, enhancing its Middle East distribution capabilities.

2011
AMG announces the formation of its subsidiary, AMG Wealth Partners, which focuses on investments in boutique wealth management firms.

AMG opens an office in Hong Kong, extending its global institutional distribution capabilities in the Asian marketplace.

2010
AMG extends its position in global and emerging markets equity products with an investment in Trilogy Global Advisors, a leading boutique manager.

AMG significantly enhances its presence in the alternative investment market through its investment in Pantheon, a global leader in private equity fund-of-funds management, with a track record of delivering private equity investment solutions to a broad range of clients for over 25 years.

AMG expands its global presence with its investment in Artemis Investment Management, a leading United Kingdom fund manager specializing in active investment management for retail and institutional investors in the UK, as well as Europe and the Middle East.

AMG completes its investment in Aston Asset Management, an established investment firm offering sub-advised investment products to the mutual fund and managed accounts markets.

2009
AMG enters the Greater China region through its strategic partnership with Hong Kong-based Value Partners Group Limited.

AMG further expands its global equity presence with its investment in Harding Loevner LLC, a premier global equity manager.

2008
AMG expands its global institutional distribution platform into Europe, further strengthening the Company’s global presence.

AMG opens a global institutional distribution office in the UK to focus on the Middle East.

2007
AMG further expands its alternative product offering with its investments in BlueMountain, a global credit alternatives manager, and ValueAct Capital, a leading alternative investment firm.

AMG opens its first global distribution office to provide sales and marketing services to both new and existing clients in Australia and New Zealand.

2005
AMG completes investments in leading boutique Canadian asset management firms Foyston, Gordon & Payne Inc. and Beutel, Goodman & Company Ltd.

2004
AMG expands its alternative product offering with its investment in AQR Capital Management.

AMG completes its investment in TimesSquare Capital Management, a highly regarded equity manager offering growth-oriented small and mid-cap investment products.

Sean M. Healey is named President and Chief Executive Officer.

AMG establishes Managers Investment Group, a retail platform that creates, distributes and services mutual fund and separate account products through intermediaries.

AMG completes its investment in Genesis Asset Managers, a premier investment manager of emerging markets equity securities.

2002
AMG reinforces its presence in value investing with its investment in Third Avenue Management, a renowned value equity manager.

2001
AMG is named to Fortune Magazine’s annual list of 100 Fastest Growing Companies.

2000
AMG completes its investment in Frontier Capital Management, a boutique investment firm specializing in growth and relative value equity investments.

1999
AMG completes its investment in The Managers Funds LLC, which becomes part of the Managers platform in 2004.

1997
AMG completes its Initial Public Offering, listing on the NYSE.

AMG expands its presence in the value investing category with its investment in Tweedy, Browne, a renowned value investment management firm, which at the time represented the Company’s largest Affiliate on an earnings basis. Tweedy continues to be one of AMG’s largest Affiliates.

1996
AMG extends its product offerings beyond the US with its investment in First Quadrant, L.P., a leading investment manager specializing in equity and global macro management, including asset allocation and alpha-oriented strategies, on a global basis.

1994
AMG completes its investment in its first Affiliate, J.M. Hartwell Limited Partnership, a specialized boutique firm with a growth-oriented investment focus.