AMG GW&K Small/Mid Cap Core Fund – Class I (GWGIX)

Overview

The fund operates with a focused investment strategy, dedicating at least 80% of its net assets, alongside any funds borrowed for investment purposes, to equity securities of small- and mid-capitalization companies. The primary vehicle for these investments includes both common and preferred stock, specifically targeting U.S. companies. The fund's approach is not limited by investment style, allowing for flexibility in selecting quality companies that show potential for growth or offer value-oriented characteristics. This strategy is aimed at maximizing returns by identifying and investing in organizations that, despite their size, exhibit strong potential for growth and profit.

Products and Services

• Equity Securities Investment

  Investments are primarily focused on the equity securities of small- and mid-capitalization companies within the United States. This includes a wide range of investments in common and preferred stocks, providing a diversified portfolio that seeks to leverage the growth potential of these companies.

• Small- and Mid-Capitalization Focus

  The fund specializes in identifying and investing in small- and mid-cap companies. By concentrating on this segment, the fund aims to uncover companies that have the potential for significant growth or value appreciation. This focus is central to the fund's investment philosophy and strategy.

• Growth and Value Investing

  In its quest for quality investments, the fund does not restrict itself to a single investment style. Instead, it pursues an unrestricted investment opportunity set, selecting companies that exhibit either growth- or value-oriented characteristics. This dual approach allows for a more balanced and flexible investment strategy, catering to diverse investor preferences.