Company AGF Management Limited

Equities

AGF.B

CA0010921058

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Ratings for AGF Management Limited

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Wealth Management

Market Closed - Toronto S.E. Other stock markets 04:00:00 2024-04-18 pm EDT			5-day change	1st Jan Change
7.91 ^CAD	-2.10%		-4.58%	+2.59%

Apr. 05	BMO Raises AGF Management Target to $9, Maintains Market Perform	MT
Apr. 04	Toronto Stocks Push Ahead; Dollarama Rises on 4Q Profit, Revenue Beats	DJ

AGF Management Limited is a Canada-based diversified asset management company. The Company provides investment solutions to a range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments, and foundations. The Company's subsidiaries provide investment management for mutual funds, factor-based exchange-traded funds (ETF), institutions and corporations, private wealth clients, and access to private markets through its three business lines: AGF Investments, AGF Private Wealth, and AGF Private Capital (Private Capital). Its wholly owned subsidiary, AGF CustomerFirst Inc. (AGFC), provides fund administration services to the AGF mutual funds. The Company also has an ownership interest in AGFWave Asset Management Inc. (AGFWave), which provides asset management services and products in China and South Korea.

Number of employees: 634

CAD in Million	2022	Weight	2023	Weight	Delta
Asset Management 100.0 %	469	100.0 %	472	100.0 %	+0.60%

CAD in Million	2022	Weight	2023	Weight	Delta
Canada 100.0 %	469	100.0 %	472	100.0 %	+0.60%

Managers	Title	Age	Since
Kevin McCreadie CEO	Chief Executive Officer	64	14-06-16
Ken Tsang DFI	Director of Finance/CFO	-	23-05-31
Judith Goldring PSD	President	59	97-12-31
Blake Goldring CHM	Chairman	66	86-12-31
Chris Jackson COO	Chief Operating Officer	-	20-01-21
Bob Farquharson BRD	Director/Board Member	84	62-12-31
Karrie van Belle IRO	Public Communications Contact	-	16-10-03
Jenny Quinn AUD	Comptroller/Controller/Auditor	-	-
Ashley Lawrence PRN	Corporate Officer/Principal	-	22-02-13
Frederic Poitras PRN	Corporate Officer/Principal	-	20-01-21

Members of the board	Title	Age	Since
Jane Buchan BRD	Director/Board Member	60	17-11-16
Bob Farquharson BRD	Director/Board Member	84	62-12-31
Kevin McCreadie CEO	Chief Executive Officer	64	14-06-16
Blake Goldring CHM	Chairman	66	86-12-31
Geoffrey Squibb BRD	Director/Board Member	79	09-12-01
Charles Guay BRD	Director/Board Member	52	17-11-30
Judith Goldring PSD	President	59	97-12-31
Cybele Negris BRD	Director/Board Member	54	22-09-26
Ian Clarke BRD	Director/Board Member	63	22-01-02

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	57,600	0	0	81.33 %
Stock B	1	64,799,725	52,745,954 ( 81.40 %)	0

Name	Equities	%	Valuation
Quadravest Capital Management, Inc. 4.416 %	2,838,100	4.416 %	17 M $
Blake Goldring 4.387 %	2,819,722	4.387 %	17 M $
Manulife Investment Management Ltd. 4.248 %	2,730,485	4.248 %	16 M $
Judith Goldring 1.582 %	1,016,637	1.582 %	6 M $
Kevin McCreadie 1.458 %	936,952	1.458 %	6 M $
Jackson National Asset Management LLC 0.8442 %	542,610	0.8442 %	3 M $
I. G. Investment Management Ltd. 0.7030 %	451,855	0.7030 %	3 M $
Agf Employee Benefit Plan Trust 0.4668 %	300,000	0.4668 %	2 M $
Ashley Lawrence 0.3885 %	249,718	0.3885 %	2 M $
Chris Jackson 0.3628 %	233,176	0.3628 %	1 M $

Name	Equities	%	Valuation
Goldring Capital Corp. 100.00 %	57,600	100.00 %	346 752 $

AGF Management Ltd.

CIBC SQUARE, Tower One 81 Bay Street

M5J 0G1, Toronto

http://www.agf.com

Name	Category and Sector
AGF Investments LLC AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies.	Investment Managers
AGFiQ North American Dividend Income Fund	Investment Trusts/Mutual Funds
AGF Global Real Assets Class	Investment Trusts/Mutual Funds
Highstreet Canadian Equity Fund	Investment Trusts/Mutual Funds
AGF Global Corporate Bond Fund	Investment Trusts/Mutual Funds
Highstreet Money Market Fund	Investment Trusts/Mutual Funds
Highstreet Canadian Short Term Bond Fund	Investment Trusts/Mutual Funds
AGF Global Equity Pooled Fund	Investment Trusts/Mutual Funds
AGFiQ Global Balanced ETF Portfolio Fund	Investment Trusts/Mutual Funds
AGFiQ Global Income ETF Portfolio Fund	Investment Trusts/Mutual Funds
AGF Investments, Inc./ Placements AGF, Inc.

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

7.91 CAD

Average target price

10.69 CAD

Spread / Average Target

+35.11%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Wealth Management

	1st Jan change	Capi.
AGF MANAGEMENT LIMITED	+2.59%	373M
SEI INVESTMENTS COMPANY	+3.87%	8.67B
360 ONE WAM LIMITED	+12.62%	3.43B
ST. JAMES'S PLACE PLC	-39.56%	2.84B
ASSETMARK FINANCIAL HOLDINGS, INC.	+15.19%	2.57B
STEPSTONE GROUP LP	+12.54%	2.35B
VAN LANSCHOT KEMPEN N.V	+14.56%	1.46B
UTI ASSET MANAGEMENT COMPANY LIMITED	+3.89%	1.37B
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	+3.08%	1.4B
INSIGNIA FINANCIAL LTD.	-1.71%	1.03B

Wealth Management