AMG River Road Small-Mid Cap Value Fund Class I (ARIMX)

Overview

The company specializes in value investing, focusing on equity securities of small- to mid-capitalization companies. By adhering to a philosophy that targets investments in undervalued companies, the company leverages a strategic approach anchored in the belief that these securities will provide substantial returns once their value is recognized in the marketplace. This investment strategy is defined by a commitment to investing at least 80% of its net assets, along with any borrowings for investment purposes, in these specialized securities. This disciplined approach to selection is guided by the subadviser’s comprehensive evaluation of companies whose market capitalizations fall within the range defined by the Russell 2500™ Index at the time of acquisition. The pursuit of undervalued stocks is at the core of the company's investment methodology, seeking out opportunities that are overlooked or underestimated by the broader market.

Products and Services

• Value Investing in Small- to Mid-Capitalization Companies

The cornerstone service involves investing in the equity securities of small- and mid-cap companies perceived as undervalued. Employing a rigorous selection process, the focus is on identifying those companies with market capitalizations similar to those found within the Russell 2500™ Index. These investments target entities that are overlooked by the market, providing a unique opportunity for growth and value increase.

• Strategic Borrowing for Investment Purposes

In addition to the equity capital, the company strategically utilizes borrowings as a means to augment the investment pool. This leveraged approach allows for an expanded capability in acquiring significant positions within targeted undervalued companies, thereby maximizing potential returns for investors through a careful and calculated increase in investment capacity.