Potential Solid Outperformers
Aston Silvercrest Small Cap Fund
Apr 06, 2014
Companies with market capitalization of less than $2 billion can be underfollowed by analysts and investors. Many of these companies are operating in successful niches but earnings at these companies can be volatile. Roger W. Vogel and his team at Silvercrest Asset Management look for companies that are out of favor for temporary reasons.
Underfollowed Micro Caps
Cadence Emerging Companies Fund
Jul 08, 2013
Micro cap companies are generally smaller companies that most people have not heard about and are not followed on Wall Street. These small companies with market cap between $80 million and $500 million offer unique growth opportunities when selected based on a disciplined investment process.
Relative REIT Values
Managers Real Estate Securities Fund
Jun 09, 2013
Commercial real estate has historically provided capital preservation and protection from inflation, as well as provided a significant source of yield for investors. This is especially attractive today, given the historically low government bond yields in the market and the resulting thirst for yield globally.
Relative Values in REITs
Aston Harrison Street Real Estate Fund
US> Multi-Cap > Growth
Apr 18, 2013
Businesses of all kinds need real estate but the growth in space demand is closely linked to GDP/economic growth. Commercial real estate investment, via REITs, provides an inflation hedge coupled with a steady stream of income and a total return that is equity-like. Jim Kammert and his team utilize a systematic process to identify relative values among the various REITs with the goal of generating returns that exceed the REIT index with moderate volatility.
Secular Growth With Catalysts
ASTON Montag & Caldwell Growth Fund
US> Small-Cap > Growth
Nov 21, 2011
A very appealing feature of large cap stocks is that they provide access to stable customers and hefty financial resources. However, only a select group of companies are better at leveraging these strengths into a combination of sustainable growth and significant value. The ASTON/Montag & Caldwell Growth Fund specializes in identifying such companies at the time of their sustained growth phase.
Absolute Focus, Absolute Return
ASTON River Road Independent Value Fund
US> Health/Biotechnology >
Feb 09, 2011
While many small cap companies inherently display signs of growth, only some of them are worth investing in. Portfolio manager Eric Cinnamond looks for small cap companies that have the financial strength and the market position to sustain the rate of growth. He also believes that generating positive absolute returns is more important than being concerned about short-term fluctuations in the popular small cap benchmarks.
Leveraging Temporary Misperceptions
Aston TAMRO Diversified Equity Fund
US> Large-Cap > Growth
May 03, 2010
Occasionally, companies with strong long-term outlook may face short-term temporary problems. To benefit from these situations, Aston/TAMRO Diversified Equity Fund is on the lookout for such companies trading at a discount. Co-Portfolio manager Tim Holland points out how the team’s disciplined five-step investment process helps navigate the fund through all market environments.
Focused on Long-Term Returns
Yacktman Focused Fund
GL> Real Estate >
Mar 08, 2006
Flexible, concentrated and disciplined are the unique features of the Yacktman Focused Fund, according to manager Donald Yacktman. As implied by the name, the fund focuses only on its best ideas because overdiversification can be an excuse for ignorance. The crucial part of this strategy is to invest in solid businesses that sell at prices below their worth and to know the investments thoroughly.
Wrong Calls Make Right Buys
ABN AMRO/Veredus Select Growth Fund
US> Small-Cap > Core
Aug 17, 2005
Growth only matters when it counts in the stock market. For Charles McCurdy and his team, the meaning of growth is the ability of a company to show consistency in beating the earnings estimates on the Street. Thus, the ABN AMRO/Veredus Select Growth Fund is looking for growth stocks beyond traditional growth definitions and growth sectors.
Buying When It's 'Silly Cheap'
Jun 26, 2003
Keeping up with Thyra Zerhusen, who heads ABN AMRO's Mid Cap Fund, would tire even the most energetic fund analyst. That energy, plus 25 years of experience in analyzing company fundamentals in the mid-cap area, has kept the fund consistently within the top 15% of mid-cap blend products. The five-year average annual was 9.81% as of June 18, 2003.
Base Case, Upside and Downside
AMG Trilogy Emerging Markets Equity Fund
US> Mid-Cap > Growth
Nov 14, 2017
A broader global perspective and a highly experienced team are among the key differentiators at the AMG Trilogy Emerging Markets Equity fund. Portfolio manager Pablo Salas navigates the seas of emerging markets relying on a bottom-up approach, fundamental research, quant screens, and macro trend analysis. With risk management embedded in the process of security selection, the fund aims to invest in sustainable growth companies at a reasonable price.
An All-Cap Value Approach to Dividend Yield
AMG River Road Dividend All Cap Value Fund
US> Small-Cap > Growth
Dec 06, 2016
Companies with a track record of dividend payment are attractive to investors for their fiscal discipline and shareholder friendliness. Generally, a rising dividend indicates a healthier business and projects expanding cash flows. Henry W. Sanders III and Thomas S. Forsha, portfolio managers of the AMG River Road Dividend All Cap Value Fund, screen all market caps for select companies that meet six investment criteria.
What Matters is After-Tax Returns
AMG FQ Tax-Managed U.S. Equity Fund
Nov 06, 2015
As fund managers focus on generating returns for investors, few take into consideration the importance of after-tax returns. Paul Goldwhite and the team of analysts at the AMG FQ Tax-Managed U.S. Equity Fund put emphasis on generating alpha and after-tax returns by managing dividend yields, harvesting losses and deferring capital gains as much as possible.
Systematic Allocation Guided by Market Phase
AMG Chicago Equity Partners Balanced Fund
US> Large-Cap > Value
Apr 12, 2018
Stocks and bonds have their own volatility patterns and risk profiles, so it is important for investors to have allocation that provides downside protection, according to Patricia Halper and Michael Budd, portfolio managers of the AMG Chicago Equity Partners Balanced Fund. Investing in equity and fixed income, the fund strategically shifts its allocation depending on the environment with the help of a systematic process.