Samuel T. Byrne

AMG

DIRECTOR · AFFILIATED MANAGERS GROUP, INC. · CIK 0001474915

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$425.7K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

2,342

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Samuel T. Byrne, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+0.00%	-9.23%	-4.05%	-5.18%	-5.18%	—
14d	2	+0.00%	-22.78%	-11.35%	-11.43%	-11.43%	—
30d	2	+0.00%	-35.37%	-19.48%	-15.89%	-15.89%	—
60d	2	+0.00%	-28.04%	-10.34%	-17.70%	-17.70%	—
90d	2	+0.00%	-19.69%	-5.80%	-13.88%	-13.88%	—
180d	2	+0.00%	-16.64%	+8.60%	-25.24%	-25.24%	—
1y	2	+100.00%	+73.70%	+25.04%	+48.66%	+48.66%	—
2y	2	+100.00%	+62.10%	+38.26%	+23.84%	+23.84%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

AMG · 2,342 shares · as of Jul 28, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 6 buys / 0 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASEGRANT Stock grant	2,239	—	—	2,239	Jul 28, 2020	Jul 30, 2020 ↗
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASEGRANT Stock grant	2,342	—	—	2,342	Jul 28, 2020	Jul 30, 2020 ↗
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASE	946	$85.26	$80.7K	28,092	Feb 25, 2020	Feb 26, 2020 ↗
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASE	4,054	$85.10	$345.0K	27,146	Feb 24, 2020	Feb 26, 2020 ↗
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASEGRANT Stock grant	2,958	—	—	2,958	Feb 4, 2020	Feb 6, 2020 ↗
AMG AFFILIATED MANAGERS GROUP, INC.	PURCHASEGRANT Stock grant	488	—	—	488	Feb 4, 2020	Feb 6, 2020 ↗

Other insiders · AMG

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About this filer

CIK 0001474915

ROLE

Director

PRIMARY

AMG

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001474915DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Samuel T. Byrne

The morning brief, before the bell.