Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Affiliated Managers Group, Inc. (MGRD) operates as a global asset management company, focusing on investment management across various asset classes including equities, fixed income, and alternative investments. The firm's unique competitive advantage lies in its multi-boutique model, which allows for a diverse range of investment strategies and strong alignment of interests with its affiliates, primarily located in North America and Europe.
MGRD generates revenue primarily through management and performance fees from its affiliates, leveraging its multi-boutique structure to attract a wide array of institutional and retail clients. The firm benefits from high gross margins due to its asset-light model and strong brand reputation, allowing for pricing power in a competitive market.
Changes in AUM driven by market performance and inflows/outflows
Performance of affiliate investment strategies
Regulatory changes impacting asset management fees
Interest rate movements affecting fixed income investments
Increased regulatory scrutiny on asset management fees and practices
Technological disruption from robo-advisors and fintech solutions
Intensifying competition from low-cost index funds and ETFs
Potential loss of key affiliates to competitors
Moderate debt levels (Debt/Equity of 0.94) could impact financial flexibility
Liquidity risk if market conditions lead to significant outflows
moderate - Asset management firms like MGRD are sensitive to economic cycles as they influence market performance and investor sentiment, impacting AUM and revenue.
Interest rates affect the valuation of fixed income assets and can influence investor behavior, impacting MGRD's revenue from management fees. Rising rates may lead to increased demand for alternative investments.
minimal - MGRD's business model is not heavily reliant on credit markets, though broader credit conditions can affect investor sentiment.
growth - Investors seeking exposure to asset management firms with strong growth potential from AUM expansion and performance fees.
moderate - The stock has shown historical volatility, influenced by market conditions and investor sentiment.