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AMG Completes Investment in Trilogy Global Advisors


Published on 2010-12-03 12:30:39 - Market Wire
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BOSTON--([ BUSINESS WIRE ])--Affiliated Managers Group, Inc. (NYSE: AMG) today announced the completion of its investment in Trilogy Global Advisors, LLC (aTrilogya).

Trilogy is a highly regarded investment manager specializing in emerging and global markets strategies, with approximately $15 billion in assets under management as of September 30, 2010. Based in New York and Florida, the firm manages assets for institutional and retail clients spread across several geographic regions, using a unique risk management approach to growth-oriented investing. Since Trilogya™s founding, the firm has expanded its client base throughout the United States, Europe and the Asia Pacific region. In addition to a strong long-term investment performance record across its suite of products, the firm has received industry-wide recognition for consistently delivering superior client service.

In the Trilogy transaction, AMG purchased a majority equity interest in Trilogy. A broad group of Trilogya™s senior professionals will continue to hold a substantial equity interest in the firm and have entered into long-term employment agreements with the firm and AMG.

About Affiliated Managers Group

AMG is a global asset management company with equity investments in leading boutique investment management firms. AMGa™s innovative partnership approach allows each Affiliatea™s management team to own significant equity in their firm while maintaining operational autonomy. AMGa™s strategy is to generate growth through the internal growth of existing Affiliates, as well as through investments in new Affiliates. In addition, AMG provides centralized assistance to its Affiliates in strategic matters, marketing, distribution, product development and operations. As of September 30, 2010, the aggregate assets under management of AMGa™s Affiliates were approximately $294 billion in more than 350 investment products across a broad range of investment styles, asset classes and distribution channels. For more information, please visit AMGa™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.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 of our Affiliates and their ability to effectively market their investment strategies, and other risks detailed from time to time in AMGa™s filings with the SEC.Reference is hereby made to the aCautionary Statementsa set forth in AMGa™s Form 10-K for the year ended December 31, 2009.

AMG routinely posts information that may be significant for investors in the Investor Information section of its website, and encourages investors to consult that section regularly.For additional information, please visit [ www.amg.com ].

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