AMG GW&K Small/Mid Cap Core Fund – Class N (GWGVX)

Overview

The described fund is an investment vehicle that primarily focuses on equity securities of small- and mid-capitalization U.S. companies. By earmarking at least 80% of its net assets, plus any borrowings destined for investment purposes, toward small- and mid-cap equity, the fund seeks to capitalize on the growth and value prospects of these segments. It operates with a broad mandate, allowing it to select investments across an unrestricted opportunity set, based on the managerial belief in the quality of companies irrespective of their growth or value orientation. This investment philosophy underlines a flexible approach to capturing the dynamic potential of smaller companies while mitigating risks through diversification and diligent management.

Products and Services

The fund offers investments in:

• Common Stock - Providing investors with a share in the ownership of U.S. small- and mid-cap companies. This product aims at leveraging the potential for high growth rates and significant returns on investment inherent in smaller companies' stocks.
• Preferred Stock - Offering a potentially more stable investment than common stock, preferred stocks in small- and mid-cap companies come with rights to dividends before common stockholders and tend to have less price volatility. This serves as a balancing element for investors looking for a mix of growth and income stability within the small- to mid-cap market sector.