Large-Cap
Growth

AMG Managers Montag & Caldwell Growth Fund

The fund seeks to grow capital in the long-term through investing in large-size U.S. companies.

The sub-adviser’s investment process starts with a list of companies with market capitalization of more than $5 billion. The process then distills a list of companies using quantitative screens, driven by financial metrics and historical earnings growth criteria.

The research team then estimates near-term valuations and compares with the current market prices. The fund favors companies trading at attractive discounts and are run by competent management.

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