AMG River Road Small Cap Value Fund Class I (ARSIX)

Overview

The fund is designed for investors looking to capitalize on investment opportunities within the small-cap market segment, adhering to a value investing strategy. By focusing mainly on companies that are perceived to be undervalued compared to their peers or their growth potential, the fund aims to invest in stocks that are currently out of favor in the market. This approach is based on the conviction that selecting undervalued companies can yield significant returns once these companies regain market recognition. The fund's investment strategy is not limited to small-cap companies; it also encompasses opportunities within the mid-cap sector, defined by market capitalizations that align with those found in the Russell Midcap® Index at the time of acquisition. This blend of small and mid-cap investments is aimed at diversifying the portfolio while sticking closely to the fund's value investing ethos.

Products and Services

• Equity Securities of Small-Cap Companies

  The cornerstone of the fund's investment focus, targeting companies classified as small-cap. These are firms that, according to the subadviser's evaluation, are undervalued in the market. This involves a meticulous analysis to identify stocks that offer promising value, perhaps because they are currently out of favor with investors but have the potential for appreciation.

• Investment in Mid-Cap Companies

  Exceeding the core mandate of small-cap investments, the fund also allocates a portion of its assets to mid-cap companies. This strategy is predicated on a broad definition of mid-cap, essentially companies whose market capitalizations at the time of acquisition fit within the range of those listed in the Russell Midcap® Index. This diversification aims to balance the portfolio with investments that might carry less risk compared to smaller companies, while still offering potential for growth and value accumulation.