Complementary Mutual Fund Subadvisors

  • Amundi Smith Breeden
  • Cadence Capital Management
  • CenterSquare
  • DoubleLine
  • Essex
  • Friess Associates
  • J.P. Morgan
  • Loomis Sayles
  • Lord Abbett
  • MDT Advisors
  • Next Century
  • RBC Capital
  • Ranger
  • Skyline
  • Smith Group
  • Wedge
AMG Funds

Fund Adviser Research

AMG Funds provides access to many of Affiliated Managers Group’s (AMG) boutique investment Affiliates through our family of mutual funds, separately managed accounts, alternative funds and asset-allocation products. In addition, we oversee and distribute a number of complementary mutual funds subadvised by unaffiliated investment managers. These firms produce a wealth of research and perspectives which offer their disparate views on the economy and the markets.

AMG Affiliates

Chicago Equity Partners, LLC is a multi-asset class investment firm that delivers fundamentally oriented investment solutions to sophisticated institutional investors. The Firm employs a time- tested investment process in the management of equity and fixed income portfolios that takes into account client expectations of risk and return.

Chicago Equity Partners subadvises the Chicago Equity Partners Balanced and Chicago Equity Partners Small Cap Value Funds.

Market Research

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First Quadrant (FQ), L.P. is an innovative investment management boutique recognized for excellence in dynamic asset-allocation and equity strategies. FQ employs a systematic, theory- based investment process and serves a global, institutional client base.

First Quadrant subadvises the FQ Global Risk-Balanced, FQ Tax-Managed U.S. Equity and FQ U.S. Equity Funds.

Market Research

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Frontier Capital Management Co., LLC is a boutique investment firm dedicated to providing superior investment management to institutional and individual clients. Through a disciplined, research-driven process, Frontier identifies companies on a “bottom-up” basis that it believes have the potential to produce above-average returns.

Frontier subadvises the Frontier Small Cap Growth Fund.

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AMG GW&K Municipal Bond Fund Overview

Nancy Angell, CFA, Portfolio Manager at GW&K, provides insight into the investment strategy that has helped the AMG GW&K Municipal Bond Fund and AMG GW&K Municipal Enhanced Yield Fund establish a strong track record of performance.

GW&K is a dynamic investment management firm that offers active equity and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality and maintaining a long-term view still guide its investment process today.

GW&K Investment Management subadvises the GW&K Core Bond, GW&K Municipal Bond, GW&K Municipal Enhanced Yield, GW&K Enhanced Core Bond, GW&K Small Cap Growth and GW&K Small Cap Core Funds. Additionally, GW&K manages an array of separate account strategies.

Market Research

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Firm Overview Video

Harding Loevner: Disciplined Quality Growth Investors
Simon Hallett, CFA, Co-Chief Investment Officer, discusses Harding Loevner’s investment philosophy, team culture and structured approach to growth investing.

Harding Loevner believes that shares of high-quality, growing companies, purchased at reasonable prices, will provide superior risk-adjusted returns over the long term. Following this philosophy, the firm has defined four quality growth criteria that a company must exhibit before it will be considered for investment:

  • Competitive Advantage: a strong position within an industry with favorable global competitive structure, as manifested by high and/or improving margins
  • Financial Strength: business-appropriate balance sheet and borrowing capacity availability, internal free cash flow generation capability
  • Quality Management: track record of successful management with a clearly articulated business strategy and a consistent regard for shareholders
  • Sustainable Growth: prospective growth of revenues, earnings and cash flows

This philosophy has served as the foundation for its investment strategies since the firm was established in 1989.

Market Research

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