Tracing its history back to 1946, Montrusco Bolton Investments Inc. is an independent asset management firm. Their team of investment professionals still share the same entrepreneurial spirit which drives the way they serve their institutional clients globally. Strategies Jump to one of the strategies by clicking on the links below Global Equity ADR U.S. Large Cap Growth Montrusco Bolton Global Equity ADR Strategy Montrusco Bolton’s Global Equity ADR Strategy employs a fundamental, bottom-up research process to build a quality growth portfolio of global companies designed to add value in different market conditions. A diversified and passionate team utilizes a focused and repeatable investment process to build a concentrated, high-conviction portfolio of companies, where risk control is a key aspect of decision making. ESG factors are incorporated into the portfolio through a combination of exclusions, by picking best-in-class sustainability-rated companies, and by exerting influence through active management. Fact Sheet Presentation Montrusco Bolton U.S. Large Cap Growth Strategy Montrusco Bolton’s U.S. Large Cap Growth Strategy employs a fundamental, bottom-up research process to build a quality growth portfolio designed to add value in different market conditions. A diversified and passionate team utilizes a focused and repeatable investment process to build a concentrated, high-conviction portfolio of companies, where risk control is a key aspect of decision making. ESG factors are incorporated into the portfolio through a combination of exclusions, by picking best-in-class sustainability-rated companies, and by exerting influence through active management. Fact Sheet Presentation Next Steps Give Us a Call Talk to one of our AMG representatives about our available strategies. Advisor Line: 800.368.4410 Send Us an Email Send us your questions and we’ll be happy to answer! clientservices@amg.com There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long term, especially during periods of downturns in the market. Any sectors, industries, or accounts discussed should not be perceived as investment recommendations. The views expressed represent the opinions of AMG Funds LLC and are not intended as a forecast or guarantee of future results. This is for informational purposes only and should not be considered tax advice. Please consult your tax advisor concerning your particular situtation. AMG Funds LLC is a subsidiary and U.S distribution arm of Affiliated Managers Group, Inc. (NYSE: AMG).