AMG FQ Long-Short Equity Fund

680 Washington Blvd.,Suite 500
Stamford , CT, 06901

Rank

Rank Universe
10 13

Summary

The fund seeks to appreciate capital in the long-term by investing in large-size U.S. companies and managing downside risks.

The fund’s investment process is systematic and driven by computer models in analyzing and selecting equities and allocating capital.

The fund attempts to generate capital gains by investing or taking long positions in large-size companies with proven business models and track record of earnings More

Link

Directors

Jan 16, 2024
  • Garret Weston
  • Jill R. Cuniff
  • Kurt A. Keilhacker
  • Victoria L. Sassine
  • Peter W. MacEwen
  • Steven J. Paggioli
  • Eric Rakowski
  • Bruce B. Bingham

Chief Compliance Officer

  • Patrick J. Spellman

Fund Manager(s)

  • Matthew Moran
  • Daniel Johnson

Price

  • $ 20.96 ( +0.14 )
    Feb 25, 2025
    Last Close
  • Net Assets
  • $36.2M
    Mar 25, 2024
  • Holding
  • 15
    Sep 27, 2024
    More

  • 52-Week High/Low
  • $22.17 - $17.81
  • Turnover
  • 330%
  • Expense Ratio
  • 0.86%

Company Name

Holding

CRH PLC 7.83 %
Fairfax Financial Holdings Ltd 5.8 %
LKQ Corp 4.35 %
Kroger Co/The 4.19 %
Berkshire Hathaway Inc 4.04 %
Mid-America Apartment Communit 3.89 %
GE HealthCare Technologies Inc 3.71 %
UnitedHealth Group Inc 3.53 %
Starbucks Corp 3.3 %
Ulta Beauty Inc 2.69 %
More 2.69 %

Documents

Prospectus

Annual Reports

Fact Sheet

Q2 2021

Performance

YTD

-

3 Year

35.75%

5 Year

42.01%

Best

30.73%

2013

Worst

-36.66%

2008

Alpha

MEQFX S&P 500

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