Large-Cap > Value
AMG Chicago Equity Partners Balanced Fund
AALRX
Apr 4, 2018
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
Mid-Cap > Growth
AMG Trilogy Emerging Markets Equity Fund
APHMX
Nov 11, 2017
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
Small-Cap > Growth
AMG River Road Dividend All Cap Value Fund
ALMAX
Dec 12, 2016
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
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
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
Multi-Cap > Growth
Aston Harrison Street Real Estate Fund
FFTYX
Apr 4, 2013
Small-Cap > Growth
ASTON Montag & Caldwell Growth Fund
FCIGX
Nov 11, 2011
Health-Biotechnology > NA
ASTON River Road Independent Value Fund
FBIOX
Feb 2, 2011
