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Amg Montrusco Bolton Large Cap Growth Fund - Class N (MCGFX)
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13.33
-0.13
-0.97%
- Morningstar Rating:
- Total Assets: 139.09M
AMG Managers Montag & Caldwell Growth N
13.33
-0.13
-0.97%
- Overview
- Profile
- Historical Data
- Holdings
Amg Montrusco Bolton Large Cap Growth Fund - Class N Overview
On this page you'll find an in-depth profile of Amg Montrusco Bolton Large Cap Growth Fund - Class N. Learn about the key management, total assets, investment strategy and contact information of MCGFX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. It primarily invests in equity securities. The fund may continue to hold securities of a portfolio company that subsequently drops below or appreciates above the large-capitalization threshold. It is non-diversified.
Contact Information
Address
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Stamford,CT 06901
United States
Phone
800.835.3879
Web
www.amgfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jean David Meloche | Head of Global Equities | 2021 | Now |
| Biography | JEAN DAVID MELOCHE, CFA Head of Global Equities Jean David is managing the U.S. and Global equities for Montrusco Bolton Investments Inc. He joined MBII in January 2005 as an equity analyst, covering the financial sector. Jean David holds a Bachelor of Business Administration specialized in Finance from HEC Montréal and has completed the schooling towards obtaining a Master’s degree in Management Sciences, Financial Economy within the same institution. In addition, Jean David holds the Chartered Financial Analyst designation (CFA). | ||
| M. Scott Thompson | Director of Research | 2019 | 2021 |
| Biography | Mr. Thompson joined Montag & Caldwell in 1992 upon graduating from the University of the South with a degree in Economics. In November, 2020, Mr. Thompson was appointed CIO and currently serves as lead PM for the M&C Growth Strategy. Previously, he held the roles of Director of Research (from March 2017 to November 2020), and of Co-Director of Research from June 2009 to March, 2017. His professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee. | ||
| Ronald E. Canakaris | Chairman Emeritus | 1994 | 2021 |
| Biography | Mr. Canakaris joined Montag & Caldwell in 1972 as a portfolio manager and research analyst. He currently serves as Managing Principal, Portfolio Manager. He previously held the roles of Director of Research (from 1973 to June 2009); of President (from 1984 to June 30, 2009); of Chief Executive Officer (from 1997 through 2005); of Chief Investment Officer (from 1984 to March 31, 2017), and of Co-Chief Investment Officer (from March 31, 2017 through 2018). He is a member of the Rotary Club of Atlanta, and Chairman of the Annunciation Cathedral Endowment Foundation of the Greek Orthodox Church. Mr. Canakaris is a limited partner of the Atlanta Falcons. His professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee. | ||
| Andrew W. Jung | Vice President | 2015 | 2020 |
| Biography | Mr. Jung joined Montag & Caldwell in 2001 as a security analyst. Effective January 1, 2019, he serves as Managing Principal and Director of Investments. He previously served as Co-Chief Investment Officer since March, 2017 and Co-Director of Research for the Firm (from June, 2009 to March, 2017). In February, 2015, Mr. Jung was appointed Co-Portfolio Manager to the AMG Managers Montag & Caldwell Large Cap Growth Fund and for the Large Cap Growth Strategy. In December, 2015, Mr. Jung was promoted to Senior Vice President. Prior to joining Montag & Caldwell, he was an analyst at Strong Capital Management, following the financial services sector for several large cap growth funds, and at the Robinson-Humphrey Company in Atlanta, where he followed banks and thrifts. Mr. Jung received his B.A. in 1995 from Marquette University, and his M.B.A. in 1999 from Emory University. His professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Andy is also on the board of the Atlanta Ronald McDonald House. | ||
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