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Amg Veritas Global Real Return Fund - Class I (BLUEX)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 99.13M
AMG Managers Brandywine Blue S
39.03
-0.05
-0.13%
- Overview
- Profile
- Historical Data
- Holdings
BLUEX Overview
On this page you'll find an in-depth profile of Amg Veritas Global Real Return Fund - Class I. Learn about the key management, total assets, investment strategy and contact information of BLUEX among other information.
Investment Strategy
The investment seeks to deliver real returns over the medium and longer term. The fund primarily invests in equity securities listed or traded on exchanges. The adviser intends to invest primarily in developed markets and economies, although it may invest in emerging markets. It may invest up to 25% of its net assets in emerging market countries. The fund will generally invest in mid-to large-capitalization companies, although the fund may also invest in small-capitalization companies. 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 |
|---|---|---|---|
| Ian Clark | Investment Analyst | 2023 | Now |
| Biography | Ian Clark is co-lead manager of the Newton Global Equity Income strategy. He joined Newton in 2011, and spent his first five years with the firm as a specialist global research analyst on our Global Equity Income and Real Return strategies. He continues to provide input on equity holdings in the Real Return strategy. Prior to joining Newton, Ian worked for Ziff Brothers Investments, covering industrial, building materials, transport and commodity companies. He also spent two years at McKinsey as a consultant in the firm's corporate finance practice. Ian holds a BSc from Warwick University. | ||
| Mike Moore | - | 2021 | Now |
| Andrew Headley | Director, Portfolio Manager, Head | 2021 | Now |
| Biography | Director, Fund Manager and Head of Global Research. Director of Veritas Asset Management (UK) Limited and Fund Manager of the Real Return Global Fund and Veritas Global Focus Fund. Joined The Real Return Group in 2003. Analyst and Portfolio Manager WP Stewart 2001 to 2003. Analyst and Portfolio Manager Newton Investment Management 1996 to 2001. Tax Consultant, Price Waterhouse 1993 to 1996. Education: Chartered Accountant, BSc, ASIP. | ||
| Scott W. Gates | Portfolio Manager | 2010 | 2021 |
| Biography | Scott Gates has more than 28 years of experience, including over 14 years with Friess Associates. He serves as the Chief Investment Officer of Friess and Friess of Delaware, positions he has held since March 2013. Previously, from September 2012 until March 2013, he served as Co-Chief Investment Officer of Friess and Friess of Delaware. Mr. Gates has been a Team Leader since 2008, a member of the Management Committee of Friess and Friess of Delaware since 2010, and a key member of the Research Team since joining Friess in 2003. Prior to Friess Associates, Scott was a Senior Analyst and Portfolio Manager at Gardner Lewis Asset Management. His career also includes time spent as a trader in the foreign exchange for Butler Harlow LTD in New York. Scott earned his undergraduate degree at Wake Forest University and his MBA from Emory University. | ||
| William F. D'Alonzo | CEO, CIO | 1991 | 2013 |
| Biography | Bill D’Alonzo began his career in the trust department of PNC Bank, formerly Bank of Delaware, after earning a bachelor of science degree in Business Management from Widener University, where he later received a masters of business administration with a concentration in Finance. Bill serves as Vice President of Brandywine and Brandywine Blue Funds, and serves in the “Helmsman” position that oversees the trust department . | ||
| Ethan A. Steinberg | portfolio manager | 2012 | 2013 |
| Biography | Ethan joined SG Capital Management in April 2013. Ethan shares responsibility for idea generation with the equity analyst team and portfolio management along with the firm’s two founding partners, Ken Grossman and Glen Schneider. After graduating from Brown University in 1996, Ethan spent the last 16 years at Friess Associates focused on the investment management activities of the Brandywine Funds. He began his career in 1997 as a Research Manager, in 1999 was promoted to Researcher and then Research Team Leader (Portfolio Manager). For the last 5 years, in addition to managing his own team, he assisted with CIO functions overseeing the Brandywine Funds entire portfolio. | ||
| John Ragard | Analyst | 2001 | 2012 |
| Biography | John began working with SRAM in 2017 as an advisor to the Small Cap Equities strategy. He has a multi-faceted US equities background, having experience investing in venture capital, private equity and public portfolio management ranging from small cap to large cap companies. Organizations for which John has invested during his 40-year career include General Electric Pension Trust, the University of Rochester endowment, Horsley Bridge Partners and Friess Associates. During the 21 years he was at Friess he rose to become a Team Leader and Principal on a team that managed $2 Billion in AUM at its peak. As a public portfolio manager during the most recent twenty years of his career, assets for which he was directly responsible appreciated by more than four hundred basis points per annum above the relevant benchmark, the Russell 3000 Growth Index. He graduated cum laude from the University of Pennsylvania’s Wharton School with a B.S. in Economics in 1976 and became a Chartered Financial Analyst in 1981 | ||
| Jonathan Fenn | Analyst | 2001 | 2010 |
| Biography | Fenn has over ten years experience at Friess Associates and William Blair and Company specializing in mergers and acquisitions and advising on public offerings. | ||
| William Dugdale | Portfolio specialist | 1995 | 2002 |
| Biography | Dugdale comes to Brown Advisory from Friess Associates, a Wilmington-based investment firm, where he most recently served as Client Relationship Manager and portfolio specialist. Dugdale joined Friess Associates in 1995 after serving one year as a negotiator at a Washington, DC-based, law-related trust firm. Dugdale earned a B.A. from Cornell University | ||
| Andre Berk | - | 1994 | 2002 |
| Biography | Berk has over 10 years experience. He joined Friess Associates in 1993 after serving six years as a growth stock money manager for a Michigan based firm. | ||
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