Insights: Bullish Asset Manager Stocks
Global Asset Managers are breaking outOut of favor for the past three years, global asset managers are making a comeback, technically speaking, as seen by (1) the industry's breakout from a multi-year base, and (2) its breakout from a relative strength bottom.
Further, the industry is resuming its secular trend of relative leadership within the financial sector (see inset chart).
In today's report we highlight actionable names, most which are breaking out from either base or bottom patterns:
• North America: Affiliated Managers Group (AMG), AllianceBernstein (AB), Artisan Partners (APAM), Blackstone Group (BX), Franklin Resources (BEN), IGM Financial (IGM-CA), Invesco (IVZ), Oaktree Capital (OAK), Och-Ziff Capital (OZM), Virtus Investment Partners (VRTS), Waddell & Reed (WDR), Westwood Holdings (WHG)
• Europe: Investor AB (INVE.B-SE), Anima Holding (ANIM-IT), Ashmore Group (ASHM-GB), GAM Holding (GAM-CH), Hargreaves Lansdown (HL-GB), Natixis (KN-FR), Schroders (SDR-GB), Vontobel Holding (VONN-CH), VZ Holding (VZN-CH)
• Australia: IOOF Holdings (IFL-AU)
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Affiliated Managers Group is a global asset management company with equity investments in boutique investment management firms (Affiliates). The company provides centralized capabilities to its Affiliates, including strategy, marketing and distribution, and product development. Through its Affiliates, the company provides strategies designed to assist institutional, retail and clients worldwide in achieving their investment objectives. The company provides boutique investment management services to retail investors through advisory and sub-advisory services to return-oriented mutual funds, Undertakings for the Collective Investment of Transferable Securities, collective investment trusts and other retail products.
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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