|MSCI All Country World Index (ACWI)||17.25||18.65||7.43||10.20||3.88||18.63|
|MSCI ACWI SMID Cap||17.34||18.01||8.74||11.39||5.24||18.98|
Seeks to provide long-term capital appreciation by investing in U.S. and non-U.S. companies.
|Darling Ingredients Inc||6.30%|
|Polaris Industries Inc||5.67%|
|Clean Harbors Inc||5.41%|
|Western Union Co||5.35%|
|SKF AB, Class B||5.21%|
|Newfield Exploration Co||4.78%|
|% in Top 10 Holdings||54.55%|
The Fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. and non-U.S. issuers that SouthernSun selects using a research-driven, value-oriented investment strategy. The Fund may also achieve its exposure to U.S. and non-U.S. issuers through investing in American Depositary Receipts (“ADRs”), preferred stock or corporate bonds. Under normal circumstances, the Fund will invest at least 35% of its net assets in investments economically tied to countries other than the U.S. The Fund’s portfolio typically invests in 15-40 companies SouthernSun believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. When selecting companies for investment, SouthernSun seeks opportunities that it believes have the following characteristics:
Founded in 1989, SouthernSun is a Memphis-based firm that specializes in small and mid cap investing. The firm employs a fundamental, bottom-up, research-intensive investment approach that relies on an investment team of sector generalists with a global perspective.Learn More
Seeks to provide long-term capital appreciation by investing in small cap companies.View Fund Details
Seeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.View Fund Details
Seeks to provide high current income and, secondarily, long-term capital appreciation by investing primarily in a diversified, all cap portfolio of income producing equity securities.
Overall Morningstar Rating
The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high-quality municipal bonds.
Overall Morningstar Rating
Discover how AMG Funds brings more than 100 products from over 30 independent boutiques together under one flag.Learn More About AMG Funds
SouthernSun Global Opportunities Fund (SSOVX)
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