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Fund Inception 07/11/2016
YTD | 1YR | 3YR | 5YR | 10YR | INCEP. | |
---|---|---|---|---|---|---|
SSOVX | -1.37 | 9.76 | - | - | - | 9.26 |
MSCI All Country World Index (ACWI) | -0.96 | 14.85 | 8.12 | 9.20 | 5.57 | 15.96 |
MSCI ACWI SMID Cap | -0.47 | 15.94 | 8.55 | 9.82 | 7.22 | 16.60 |
The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879 or visit our website at amgfunds.com. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Performance Data shown does not reflect the 2.00% redemption fee imposed on the shares held 60 days or less; otherwise, total returns would be reduced.
Seeks to provide long-term capital appreciation by investing in U.S. and non-U.S. companies.
As of 03/31/2018
Ex-Date | Total Distribution | Income | Short-term Cap Gains | Long-term Cap Gains |
---|---|---|---|---|
Dec 27, 2017 | $0.076300 | — | — | $0.076300 |
As of: 12/31/2017
Darling Ingredients Inc | 5.93% |
Bakkafrost P/F | 5.57% |
Clean Harbors Inc | 5.21% |
Newfield Exploration Co | 5.14% |
Centene Corp | 5.09% |
SKF AB, Class B | 4.98% |
Brink's Co | 4.89% |
Western Union Co | 4.76% |
Bangkok Bank PCL | 4.48% |
Polaris Industries Inc | 4.35% |
% in Top 10 Holdings | 50.40% |
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 MoreSeeks to provide long-term capital appreciation by investing in small cap companies.
View Fund DetailsSeeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.
View Fund DetailsDiscover how AMG Funds brings more than 100 products from over 30 independent boutiques together under one flag.
Learn More About AMG FundsSouthernSun Global Opportunities Fund (SSOVX)
The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indicies exclude expenses. Unlike the Fund, the Index listed is unmanaged, is not available for investment and does not incur expenses.
Read Important Investment DisclosuresSouthernSun Global Opportunities Fund (SSOVX)
SouthernSun Global Opportunities Fund (SSOVX)
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