Use of AMG Funds LLC’s (“AMG Funds”) web site (“Site”) signifies that you accept the following Terms of Use. Nothing contained in these Terms of Use is intended to modify or amend any other written agreement, if any, that may currently be in effect between you and AMG Funds with regard to matters other than your use of the Site. AMG Funds may periodically modify these Terms of Use and any such modifications will be effective immediately upon posting. We suggest that you periodically check these Terms of Use for modifications. If you do not agree to the Terms of Use, do not use this Site.

AMG Funds expressly reserves the right to monitor any and all use of this Site, without liability.

All assets under management (“AUM”) listed are as of the most recent calendar quarter end, as they are reported by the investment managers, with the exception of Pantheon Ventures Inc. which reports AUM on a calendar quarter lag.

Use of this Site shall be deemed to be acceptance of the following Terms of Use.

Important Legal Information

This disclaimer is displayed before access is granted to the AMG Funds web site. Please read this disclaimer carefully. Your agreement constitutes an acceptance of the terms, conditions and restrictions noted herein, and all Terms of Use of AMG Funds.

Certain portions of AMG Funds’ site are intended for use by Investment Professionals only. For the purposes of AMG Funds’ web site, an “Investment Professional” is defined as:

  • A bank, savings and loan association, insurance company or registered investment company
  • An investment adviser registered with the Securities and Exchange Commission under Section 203 of the Investment Advisers Act of 1940, a state securities commission (or any agency or office performing like functions) or any other entity (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million.
  • A governmental entity or subdivision thereof
  • Employee benefit plan that meets the requirements of Section 403(B) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such plan
  • Qualified plan, as defined by Section 3(A)(12)(C) of the Act that has at least 100 participants, but does not include any participant of such a plan
  • FINRA member or registered associated person of such member
  • Any person acting solely on behalf of any of the above

An “Investment Adviser” is defined, generally, as any person (including a natural person or entity) who:.

  • For compensation, is engaged in the business of providing advice to others, or issuing reports or analyses regarding securities.

If you are not an Investment Professional, please visit our public site. AMG Funds may terminate your access to the site for any reason or no reason without prior notice.

PERSONS RESIDENT OUTSIDE THE UNITED STATES

Shares of the AMG Funds Family of Funds (the “Funds”) are offered only for sale in the United States and United States territories which include the District of Columbia, Puerto Rico, Guam, and the Virgin Islands. While you may obtain prospectuses and other information about the Funds at this Site, the Funds are not registered for sale in any other country. Nothing on this Site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such foreign jurisdiction or the United States.

LIMITED LICENSE AND RESTRICTIONS ON USE

AMG Funds grants you a limited, revocable, nonexclusive, nontransferable license to view, store, bookmark, download and print the pages within this Site solely for your personal, informational and noncommercial use, or as expressly authorized by AMG Funds in writing. You are responsible for obtaining and maintaining all equipment, services and other materials that you need to access this Site. AMG Funds reserves all rights not expressly granted in these Terms of Use. Except as otherwise stated in these Terms of Use as expressly authorized by AMG Funds in writing, you may not:

  • Modify, copy, distribute, transmit, post, display, perform, reproduce, publish, broadcast, license, create derivative works from, transfer, sell or exploit any reports, data, information, content, software, RSS and podcast feeds, products, services or other materials on, generated by or obtained from this Site, whether through links or otherwise (collectively, “Materials”)
  • Redeliver any page, text, image or Materials on this Site using “framing” or other technology
  • Engage in any conduct that could damage, disable or overburden (i) this Site, (ii) any Materials or services provided through this Site, or (iii) any systems, networks, servers or accounts related to this Site, including without limitation, using devices or software that provide repeated automated access to this Site, other than those made generally available by AMG Funds
  • Probe, scan, or test the vulnerability of any Materials, services, systems, networks, servers or accounts related to this Site, or attempt to gain unauthorized access to Materials, services, systems, networks, servers or accounts connected or associated with this Site through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers or accounts related to this Site
  • Modify, copy, obscure, remove or display AMG Funds’ name, logo, trademarks, test, notices or images without AMG Funds’ express written permission

COPYRIGHT POLICY, NOTICE AND CLAIM INFORMATION

AMG Funds owns and operates this Site. All Materials on this Site, whether separate or compiled, including but not limited to, text, graphics, audio clips, logos, buttons, images, digital downloads, data compilations, software, icons, html code and xml code, as well as all copyright, patent, trademark, trade dress, and other rights therein, are owned or licensed by AMG Funds and its third-party information providers, and are protected by United States and international intellectual property laws.

LINKING

You may not link to this Site unless AMG Funds expressly grants permission to do so.

YOUR ACCOUNT

Certain parts of this Site may be protected by passwords or require a login. Further, for authentication purposes, certain features on this Site may require you to answer a designated security question. You agree to provide AMG Funds with current, complete and accurate information as prompted by the applicable registration process and agree to regularly update this information to maintain its completeness and accuracy. You agree not to obtain or attempt to obtain unauthorized access to such parts of, or features on this Site, or to any other protected Materials or information through any means not intentionally made available to you by AMG Funds

You are responsible for maintaining the confidentiality of any account information, user names, logins, passwords, and security questions and answers that you use to access any page or feature on this Site, and for logging off of your account and any protected areas of the Site. Further, you are fully responsible for all activities occurring under your accounts, user names, logins, passwords, and security questions and answers, which result from your negligence, carelessness, misconduct, or failure to use or maintain appropriate security measures. If you become aware of any suspicious or unauthorized conduct concerning your accounts, user names, logins, passwords, or security questions and answers, you agree to contact AMG Funds immediately. AMG Funds will not be liable for any loss or damage arising from your failure to comply with this paragraph.

Products and services provided to you through this Site may involve the electronic transmissions, including via any e-mail address you provide to us, of information that you may consider to be personal financial information, or promotional and marketing materials, and you consent to such transmission.

DATA, INFORMATION AND CONTENT

The Materials on this Site are for information, education and noncommercial purposes only. Although AMG Funds may provide data, information and content relating to investment approaches and opportunities to buy or sell securities and/or mutual funds, you should not construe any such information or other content available through this Site as legal or tax advice. You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any Materials on this Site before making any decisions based on such Materials. In exchange for using such Materials, you agree not to hold AMG Funds and its directors (trustees), officers, employees or its third-party information providers liable for any possible claim for damages arising from any decision you make based on the Materials made available to you through this Site. By providing access to other web sites, neither AMG Funds nor any of its affiliates is recommending the purchase or sale of the stock issued by any company, nor are they endorsing services provided by any web site’s sponsoring organization.

OWNERSHIP OF OTHER MATERIALS

All trademarks, service marks and logos appearing on this Site are the exclusive property of their respective owners.

All AMG Funds’ graphics, logos, page headers and service names are trademarks, service marks or trade dress of AMG Funds. AMG Funds’ trademarks, service marks and trade dress may not be used in connection with any product or service, or in any manner that is likely to cause confusion among customers or investors, or in any manner that disparages or discredits AMG Funds. Nothing contained on this Site should be construed as granting any license or right in or to any trademarks, service marks or trade dress of AMG Funds.

THIRD-PARTY CONTENT

Data and other materials appearing on this Site that are provided by third parties are believed by AMG Funds to be obtained from reliable sources, but AMG Funds cannot guarantee and is not responsible for their accuracy, timeliness, completeness or suitability for use. AMG Funds is not responsible for, and does not prepare, edit, or endorse the content, advertising, products or other materials on or available from any web site owned or operated by a third party that is linked to this Site via hyperlink. The fact that AMG Funds has provided a link to a third party’s web site does not constitute an implicit or explicit endorsement, authorization, sponsorship or affiliation by AMG Funds with respect to such web site, its owners, providers or services. You use any such third-party content at your own risk.

WARRANTY DISCLAIMERS

YOU EXPRESSLY UNDERSTAND AND AGREE THAT:

THERE ARE NO IMPLIED OR EXPRESSED WARRANTIES ON THE MATERIALS IN THIS SITE; THE MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE BASIS.” AMG Funds, AFFILIATES, AGENTS, DIRECTORS (AND TRUSTEES), OFFICERS, EMPLOYEES, LICENSORS AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS DISCLAIM, TO THE FULLEST EXTENT UNDER APPLICABLE LAW, ANY WARRANTY OF ANY KIND, WHETHER EXPRESS OR IMPLIED, AS TO ANY MATTER WHATSOEVER RELATING TO THIS SERVICE, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NONINFRINGEMENT, AND ALL WARRANTIES REGARDING SECURITY, CURRENCY, CORRECTNESS, QUALITY, ACCURACY, COMPLETENESS, RELIABILITY, PERFORMANCE, TIMELINESS, OR CONTINUED AVAILABILITY, WITH RESPECT TO (I) THE SITE; (II) ANY MATERIALS, PRODUCTS, OR SERVICES AVAILABLE ON OR THROUGH THE SITE; (III) USE OF THE SITE, MATERIALS, PRODUCTS, OR SERVICES; AND (IV) THE RESULTS OF THE USE OF THE SITE, MATERIALS, PRODUCTS, OR SERVICES. FURTHER, AMG FUNDS, AFFILIATES, DIRECTORS (AND TRUSTEES), OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS EXPRESSLY DISCLAIM ALL WARRANTIES WITH RESPECT TO ANY DELAYS OR ERRORS IN THE TRANSMISSION OR DELIVERY OF ANY MATERIALS, PRODUCTS, OR SERVICES AVAILABLE THROUGH THIS SITE. EXCEPT AS PROVIDED BY LAW, NEITHER AMG FUNDS NOR ITS THIRD-PARTY INFORMATION PROVIDERS AND VENDORS HAS ANY RESPONSIBILITY TO MAINTAIN THE MATERIALS, PRODUCTS, OR SERVICES OFFERED ON THE SITE OR TO SUPPLY CORRECTIONS, UPDATES, OR RELEASES FOR THE SAME. USE OF THIS SERVICE IS AT YOUR OWN RISK. REFERENCE TO A FUND OR SECURITY ANYWHERE ON THIS WEB SITE IS NOT A RECOMMENDATION TO BUY, SELL, OR HOLD THAT OR ANY OTHER SECURITY. IF YOU LIVE IN A STATE THAT DOES NOT ALLOW DISCLAIMERS OF CERTAIN WARRANTIES, SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS, AND MAY HAVE OTHER RIGHTS, WHICH VARY FROM JURISDICTION TO JURISDICTION.

LIABILITY AND INDEMNITY

ANY MATERIALS DOWNLOADED OR OTHERWISE OBTAINED THROUGH THIS SITE ARE DONE AT YOUR OWN RISK. YOU ARE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR OTHER EQUIPMENT, OR LOSS OF DOWNLOADED OR OBTAINED DATA THAT RESULTS FROM SUCH DOWNLOAD.

NEITHER AMG FUNDS NOR ITS AFFILIATES, DIRECTORS (AND TRUSTEES), OFFICERS, EMPLOYEES, AGENTS, LICENSORS, OR ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS WILL BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, REVENUE, INCOME, GOODWILL, USE, DATA, OR OTHER INTANGIBLE LOSSES, OR DAMAGES CAUSED BY THEFT, UNAUTHORIZED ACCESS, SYSTEMS FAILURE, OR COMMUNICATIONS LINE FAILURE, OR THE COST OR PROCURING SUBSTITUTE GOODS OR SERVICES, CAUSED BY THE USE OF OR INABILITY TO USE THE SITE, MATERIALS OR ANY PRODUCTS OR SERVICES PROVIDED HEREIN, OR ANY OTHER MATTER RELATING TO THIS SITE, EVEN IF AMG FUNDS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU. TO THE EXTENT THAT A JURISDICTION DOES NOT PERMIT THE EXCLUSION OR LIMITATION OF LIABILITY AS SET FORTH HEREIN, THE LIABILITY OF AMG FUNDS AND ITS AFFILIATES, SUBSIDIARIES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, LICENSORS, AND ANY THIRD-PARTY INFORMATION PROVIDERS AND VENDORS IS LIMITED TO THE EXTENT PERMITTED BY LAW IN SUCH JURISDICTIONS.

You agree to indemnify, defend and hold harmless AMG Funds, its affiliates, and each of its and their officers, directors (and trustees), employees and agents, from and against all claims, demands, liabilities, damages, losses or expenses, including attorney’s fees and costs, arising out of, or related to, your improper access to or use of this Site, or any violation by you of these Terms of Use.

JURISDICTION

The information on this Site is for informational purposes only and is subject to change without notice. Products and services described in this Site may not be suitable for all users. The contents hereof do not constitute an offer or a solicitation to buy or sell any financial instrument, product or service. FURTHERMORE, THE CONTENTS HEREOF ARE NOT INTENDED FOR ACCESS BY, DISTRIBUTION TO, OR USE BY, ANY PERSON OR ENTITY IN ANY JURISDICTION OR COUNTRY WHERE SUCH ACCESS, DISTRIBUTION OR USE WOULD BE CONTRARY TO LOCAL LAW OR REGULATION. Not all products and services mentioned in this Site are available in all jurisdictions.

Certain portions or pages of this Site are subject to additional disclosures and disclaimers. In the event of a conflict between those disclosures and disclaimers and these terms and conditions, the additional disclosures and disclaimers will govern for such portions and pages.

INTEGRATION AND SEVERABILITY

If any provision of these Terms of Use is deemed unlawful, void, or for any reason unenforceable, then that provision will be deemed severable from these Terms of Use, and will not affect the validity and enforceability of the remaining provisions. The preceding Terms of Use represent the entire agreement between AMG Funds and the user relating to the subject matter herein.

Terms of Use as of: October 30, 2023