AMG Completes Investments in Three Leading Alternative Firms

July 5, 2016
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WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Jul. 5, 2016-- Affiliated Managers Group, Inc. (NYSE: AMG), a global asset management company, today announced the completion of its investments in Capula Investment Management LLP (“Capula”), Mount Lucas Management LP (“Mount Lucas”), and CapeView Capital LLP (“CapeView”).

Capula is a global fixed income specialist firm managing absolute return, enhanced fixed income, and tail risk strategies, focusing on developing innovative investment strategies that exhibit low correlation to traditional equity and fixed income markets. Founded by CIO & Managing Partner Yan Huo in 2005, Capula is based in London with affiliated entities in Tokyo, Hong Kong, and Greenwich. Mount Lucas manages global macro, diversified futures index, commodity futures index, and large cap equity strategies. The firm was founded in 1986 and is headquartered in Newtown, PA. CapeView is a London-based alternative manager operating a European credit and distressed fund as well as a European equity long/short fund.

AMG’s investments in Winton Capital Group Ltd. and Partner Fund Management, L.P. are expected to close by year-end 2016.

About AMG

AMG is a global asset management company with equity investments in leading boutique investment management firms. AMG’s innovative partnership approach allows each Affiliate’s management team to own significant equity in their firm while maintaining operational autonomy. AMG’s strategy is to generate shareholder value through the growth of existing Affiliates, as well as through investments in new Affiliates and additional investments in existing Affiliates. In addition, AMG provides centralized assistance to its Affiliates in strategic matters, marketing, distribution, product development and operations. As of March 31, 2016, AMG’s aggregate assets under management were approximately $697 billion, pro forma for pending and closed investments, in more than 500 investment products across a broad range of investment styles, asset classes, and distribution channels. For more information, please visit the Company’s website at www.amg.com.

Certain matters discussed in this press release may constitute forward-looking statements within the meaning of the federal securities laws. These statements include, but are not limited to, statements related to our expectations regarding the performance of our business, our financial results, our liquidity and capital resources and other non-historical statements. You can identify these forward-looking statements by the use of words such as “outlook,” “guidance,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “should,” “seeks,” “approximately,” “predicts,” “projects,” “intends,” “plans,” “estimates,” “pending investments,” “anticipates” or the negative version of these words or other comparable words. Actual results and the timing of certain events could differ materially from those projected in or contemplated by the forward-looking statements due to a number of factors, including changes in the securities or financial markets or in general economic conditions, the availability of equity and debt financing, competition for acquisitions of interests in investment management firms, the ability to close pending investments, the investment performance and growth rates of our Affiliates and their ability to effectively market their investment strategies, the mix of Affiliate contributions to our earnings and other risks, uncertainties and assumptions, including those described under the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2015, as such factors may be updated from time to time in our periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this release and in our filings with the SEC. We undertake no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law.

From time to time, AMG may use its website as a distribution channel of material Company information. AMG routinely posts financial and other important information regarding the Company in the Investor Relations section of its website at www.amg.com and encourages investors to consult that section regularly.

Source: Affiliated Managers Group, Inc.

AMG Investor and Media Relations:
Alexandra Lynn
Selene Oh
+1 (617) 747-3300
ir@amg.com
pr@amg.com