|600 Steamboat Rd. #300 , Greenwich, CT 06830|
|Fund Manager||Ezra Sun|
|Manager Tenure||6 Months|
The AMG Managers Special Equity Funds (the Fund) investment objective is to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities of small- and medium-sized companies. Under normal conditions, the Fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, inequity securities (generally, common and preferred stocks). Although the Fund focuses its investments in securities of small- and medium-capitalization companies pursuant to its investment objective, the Fund has historically invested substantially all of its assets in the securities of U.S.small-capitalization companies.
|Asset Type||% Of Allocation|
|Total Net Assets||201.02 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|TSM||TAIWAN SEMICONDUCTOR MANUFACT||7.72%|
|067166||SAMSUNG ELECTRONICS CO LTD||6.49%|
|300274.S||SUNGROW POWER SUPPLY CO LTD||4.31%|
|600519.S||KWEICHOW MOUTAI CO LTD||4.12%|
|LGCIY||LG CHEMICAL LTD||4.12%|
|603259||WUXI APPTEC CO LTD||3.38%|
|601888||CHINA TOURISIM GRP DUTY FREE||3.29%|
|HDB||HDFC BANK LTD ADR||3.27%|
|3690||MEITUAN CLASS B||3.04%|
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