Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Acadian Asset Management Inc (AAMI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: AAMI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 12.75% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 964.29M USD | Price to earnings Ratio 15.76 | 1Y Target Price 29 |
Price to earnings Ratio 15.76 | 1Y Target Price 29 | ||
Volume (30-day avg) 218532 | Beta 1.42 | 52 Weeks Range 21.42 - 31.50 | Updated Date 03/8/2025 |
52 Weeks Range 21.42 - 31.50 | Updated Date 03/8/2025 | ||
Dividends yield (FY) 0.15% | Basic EPS (TTM) 1.64 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.92% | Operating Margin (TTM) 21.93% |
Management Effectiveness
Return on Assets (TTM) 13.05% | Return on Equity (TTM) 51.09% |
Valuation
Trailing PE 15.76 | Forward PE 8.64 | Enterprise Value 1252495517 | Price to Sales(TTM) 2.06 |
Enterprise Value 1252495517 | Price to Sales(TTM) 2.06 | ||
Enterprise Value to Revenue 2.67 | Enterprise Value to EBITDA 8.92 | Shares Outstanding 37317900 | Shares Floating 25902381 |
Shares Outstanding 37317900 | Shares Floating 25902381 | ||
Percent Insiders 1.13 | Percent Institutions 101.58 |
Analyst Ratings
Rating 2.33 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Acadian Asset Management Inc
Company Overview
History and Background
Acadian Asset Management is a global investment management firm, founded in 1986, specializing in systematic, research-driven active equity strategies. They have grown to manage significant assets for a diverse client base.
Core Business Areas
- Global Equity: Manages equity portfolios across developed and emerging markets using quantitative investment strategies.
- Emerging Markets Equity: Specializes in investing in emerging market equities, leveraging proprietary models and research.
- Quantitative Solutions: Offers customized investment solutions based on clients' specific needs and objectives, incorporating factor-based investing and portfolio construction techniques.
- Fixed Income: Manages fixed income portfolios through a systematic approach.
Leadership and Structure
Acadian Asset Management's leadership team consists of experienced investment professionals with expertise in quantitative finance and asset management. The organizational structure is designed to promote collaboration between research, portfolio management, and client service teams.
Top Products and Market Share
Key Offerings
- Global Equity Strategies: Acadian's flagship product is its range of global equity strategies that are managed quantitatively. Market share data is difficult to obtain precisely, but competes with other quant-focused managers. Competitors include firms like AQR Capital Management, Renaissance Technologies, and Two Sigma Investments.
- Emerging Markets Strategies: Investments in companies located in developing countries. Competitors include firms like GMO, Templeton, and Schroder Investment Management.
- Fixed Income Strategies: Various fixed income strategies, including short duration, investment grade, and high yield. Acadian's competitors include PIMCO, BlackRock, and Vanguard.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with firms vying for assets under management (AUM). Trends include the rise of passive investing, increasing focus on ESG (Environmental, Social, and Governance) factors, and technological advancements in investment strategies.
Positioning
Acadian is positioned as a quantitative, research-driven active manager. Its competitive advantage lies in its proprietary models, experienced investment team, and commitment to innovation.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Acadian's quantitative approach allows it to address a portion of this TAM, competing with other quant and active managers.
Upturn SWOT Analysis
Strengths
- Strong quantitative research capabilities
- Experienced investment team
- Proprietary investment models
- Global presence
- Commitment to innovation
Weaknesses
- Dependence on quantitative models
- Potential for model obsolescence
- Sensitivity to market volatility
- Relatively smaller brand recognition compared to larger firms
- Performance may lag in certain market environments
Opportunities
- Expanding into new asset classes
- Developing new investment strategies
- Leveraging technology to enhance investment process
- Growing presence in emerging markets
- Increased demand for ESG-focused investments
Threats
- Increased competition from other asset managers
- Rising regulatory scrutiny
- Market volatility and economic downturns
- Technological disruption
- Inability to attract and retain top talent
Competitors and Market Share
Key Competitors
- AQR
- BlackRock
- Wellington Management
Competitive Landscape
Acadian faces competition from both traditional active managers and quantitative investment firms. Its advantage lies in its research-driven approach and customized solutions.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Acadian has experienced growth in AUM over the years, driven by strong investment performance and client acquisition.
Future Projections: Future growth will depend on factors such as market conditions, investment performance, and ability to attract and retain clients.
Recent Initiatives: Acadian continues to invest in research and technology to enhance its investment capabilities. They are also expanding their presence in emerging markets and ESG-focused investments.
Summary
Acadian Asset Management is a quantitative investment firm with a long history and a strong research focus. Their key strength is their quantitative driven and proprietary models. Market volatility and increasing competition present challenges. They have opportunities to expand into new markets, asset classes and ESG-focused funds.
Similar Companies
- AQR
- BLK
- Wellington Management
Sources and Disclaimers
Data Sources:
- Company Website
- Public Information
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Acadian Asset Management Inc
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2018-03-26 | CEO, President & Director Ms. Kelly Ann Louise Young CFA | ||
Sector Financial Services | Industry Asset Management | Full time employees 383 | Website https://www.bsig.com |
Full time employees 383 | Website https://www.bsig.com | ||
BrightSphere Investment Group Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. BrightSphere Investment Group Inc. was formed in 1980 and is based in Boston, Massachusetts.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.