AMG
Affiliated Managers Group
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
35
rows
Days on list
1
oldest active
Screener Funnel
✓Fired
4 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
A2 · Oversold Sympathyprimednew
score: 0.924confluence: 1days: 1as of 2026-07-21
Triggers:ret_1d -7.2%quality:passunexplained:idiosyncratic — real A2 (attribution_confidence=low; low confidence here = HIGH A2 conviction)no_own_news (weak flag — store coverage limited)borrowed_drop -7.31pp (unexplained)sector_explained 0.64×+0.1%=+0.1pp
Dislocation:
1-day return
-7.23%
1-day return
-7.23%
Beta (60d)
0.64
Sector return (1d)
0.12%
Sector return
0.12%
Borrowed drop
-7.31%
Own news
No
Newsless
Yes
Regime at flag: TRANSITIONAL
N3 · Failed Breakoutprimedpersisting
score: 0.400confluence: 1days: 10as of 2026-07-17
Triggers:quality:passrecent_breakout_above:52w_highfailure_bar:-0.8%failure_vol:weak:0.28sustained_below
Dislocation:
Breakout Level
52w_high
Dist 52w High
-0.02
Sma Dist 20
0.05
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-0.81%
Regime at flag: TRANSITIONAL
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
A2 · Oversold Sympathylong recoveryactive
4 days
N3 · Failed Breakoutshort fragilityactive
13 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
14 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 1/5 directionally right · mean +0.4% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-07-22 → open4 bars
+7.6%open · MTM
N3 · Failed Breakoutshort fragility2026-07-09 → 2026-07-219 bars
-2.9%dropped
A2 · Oversold Sympathylong recovery2026-06-25 → 2026-06-262 bars
-0.5%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-3.2%closed
N3 · Failed Breakoutshort fragility2026-06-09 → 2026-06-2512 bars
-1.3%dropped
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+9.9%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-21 | A2 · Oversold Sympathy | primed | 0.924 | 1 | new | 1-day return: -7.23% · 1-day return: -7.23% · Beta (60d): 0.64 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -7.31% |
| 2026-07-17 | N3 · Failed Breakout | primed | 0.400 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | N3 · Failed Breakout | partial | 0.426 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-13 | N3 · Failed Breakout | primed | 0.635 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.790 | 1 | exited | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-07-08 | N3 · Failed Breakout | partial | 0.517 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-08 | A2 · Oversold Sympathy | partial | 0.613 | 2 | exited | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-07-07 | N3 · Failed Breakout | partial | 0.098 | 1 | decayed | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.790 | 1 | decayed | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-07-01 | A2 · Oversold Sympathy | partial | 0.613 | 2 | decayed | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.790 | 1 | persisting | 1-day return: 0.56% · 1-day return: 0.56% · Beta (60d): 0.90 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -2.69% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.613 | 2 | persisting | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -3.55% |
| 2026-06-24 | A2 · Oversold Sympathy | partial | 0.613 | 2 | persisting | 1-day return: -3.23% · 1-day return: -3.23% · Beta (60d): 0.90 · Sector return (1d): -0.30% · Sector return: -0.30% · Borrowed drop: -2.96% |
| 2026-06-23 | N3 · Failed Breakout | partial | 0.098 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.06 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.374 | 1 | persisting | 1-day return: -2.00% · 1-day return: -2.00% · Beta (60d): 0.93 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.88% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.076 | 1 | persisting | 1-day return: -0.15% · 1-day return: -0.15% · Beta (60d): 0.92 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.02% · Beta Residual Pct: -0.17% |
| 2026-06-21 | N3 · Failed Breakout | primed | 0.334 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.334 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-20 | N3 · Failed Breakout | primed | 0.331 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.331 | 1 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-19 | N3 · Failed Breakout | primed | 0.592 | 2 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.592 | 2 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): 0.93 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.78% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.011 | 1 | persisting | 1-day return: 0.03% · 1-day return: 0.03% · Beta (60d): 0.96 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | N3 · Failed Breakout | partial | 0.336 | 2 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.09 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.336 | 2 | persisting | 1-day return: -0.51% · 1-day return: -0.51% · Beta (60d): 0.96 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.521 | 1 | persisting | 1-day return: 1.29% · 1-day return: 1.29% · Beta (60d): 0.94 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | N3 · Failed Breakout | partial | 0.333 | 2 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.11 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.333 | 2 | persisting | 1-day return: -0.48% · 1-day return: -0.48% · Beta (60d): 0.93 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.912 | 1 | persisting | 1-day return: 2.94% · 1-day return: 2.94% · Beta (60d): 0.99 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-10 | N3 · Failed Breakout | primed | 0.844 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.08 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-08 | N3 · Failed Breakout | partial | 0.256 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.09 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.09 · Dist 52w Low: 0.86 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.03 · Dist 52w Low: 0.73 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |