AMG Funds (14) 367 Familes, 1004 Interview Based Profiles

AMG Chicago Equity Partners Balanced Fund

Stocks and bonds have their own volatility patterns and risk profiles, so it is important for investors to have allocation that provides downside protection, according to Patricia Halper and Michael Budd, portfolio managers of the AMG Chicago Equity Partners Balanced Fund. Investing in equity and fixed income, the fund strategically shifts its allocation depending on the environment with the help of a systematic process.

$198 million

AMG Trilogy Emerging Markets Equity Fund

A broader global perspective and a highly experienced team are among the key differentiators at the AMG Trilogy Emerging Markets Equity fund. Portfolio manager Pablo Salas navigates the seas of emerging markets relying on a bottom-up approach, fundamental research, quant screens, and macro trend analysis. With risk management embedded in the process of security selection, the fund aims to invest in sustainable growth companies at a reasonable price.

$133 million

AMG River Road Dividend All Cap Value Fund

Companies with a track record of dividend payment are attractive to investors for their fiscal discipline and shareholder friendliness. Generally, a rising dividend indicates a healthier business and projects expanding cash flows. Henry W. Sanders III and Thomas S. Forsha, portfolio managers of the AMG River Road Dividend All Cap Value Fund, screen all market caps for select companies that meet six investment criteria. 

$863 million

AMG FQ Tax-Managed U.S. Equity Fund

As fund managers focus on generating returns for investors, few take into consideration the importance of after-tax returns. Paul Goldwhite and the team of analysts at the AMG FQ Tax-Managed U.S. Equity Fund put emphasis on generating alpha and after-tax returns by managing dividend yields, harvesting losses and deferring capital gains as much as possible. 

Aston Silvercrest Small Cap Fund

Companies with market capitalization of less than $2 billion can be underfollowed by analysts and investors. Many of these companies are operating in successful niches but earnings at these companies can be volatile. Roger W. Vogel and his team at Silvercrest Asset Management look for companies that are out of favor for temporary reasons.

Cadence Emerging Companies Fund

Micro cap companies are generally smaller companies that most people have not heard about and are not followed on Wall Street. These small companies with market cap between $80 million and $500 million offer unique growth opportunities when selected based on a disciplined investment process.

Managers Real Estate Securities Fund

Commercial real estate has historically provided capital preservation and protection from inflation, as well as provided a significant source of yield for investors. This is especially attractive today, given the historically low government bond yields in the market and the resulting thirst for yield globally.

Aston Harrison Street Real Estate Fund

Businesses of all kinds need real estate but the growth in space demand is closely linked to GDP/economic growth. Commercial real estate investment, via REITs, provides an inflation hedge coupled with a steady stream of income and a total return that is equity-like. Jim Kammert and his team utilize a systematic process to identify relative values among the various REITs with the goal of generating returns that exceed the REIT index with moderate volatility.

ASTON Montag & Caldwell Growth Fund

A very appealing feature of large cap stocks is that they provide access to stable customers and hefty financial resources. However, only a select group of companies are better at leveraging these strengths into a combination of sustainable growth and significant value. The ASTON/Montag & Caldwell Growth Fund specializes in identifying such companies at the time of their sustained growth phase.

ASTON River Road Independent Value Fund

While many small cap companies inherently display signs of growth, only some of them are worth investing in. Portfolio manager Eric Cinnamond looks for small cap companies that have the financial strength and the market position to sustain the rate of growth. He also believes that generating positive absolute returns is more important than being concerned about short-term fluctuations in the popular small cap benchmarks.

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