AMG River Road Mid Cap Value Fund Class N (CHTTX)

Overview

The fund is designed to primarily invest in mid-capitalization companies, which are defined based on their market capitalizations falling within the range of the Russell Midcap® Index at the time of acquisition. The investment strategy involves allocating at least 80% of its net assets, in addition to any borrowings made for investment purposes, into the securities of these mid-cap firms. This approach reflects the fund's focus on identifying growth opportunities within the mid-cap sector, which is often characterized by companies that offer a balance between the growth potential of small-cap companies and the stability of large-cap companies.

Products and Services

• Mid-Cap Equity Investments

  These are investments in companies with market capitalizations that align with the capitalization range of the Russell Midcap® Index at the time of acquisition. This product focuses on harnessing the growth potential of mid-capitalization companies, which are considered to offer a dynamic balance between growth and stability. The selection process is guided by a thorough analysis of each company's financial health, growth prospects, and market position.

• Borrowing for Investment Purposes

  In addition to direct investments, the fund may also engage in borrowing for the purpose of making further investments. This strategy is employed with the intention of amplifying the fund's investment capacity and potential returns. However, it involves a higher level of risk and is carefully managed to mitigate potential downsides.