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Amg Montrusco Bolton Large Cap Growth Fund - Class N (MCGFX)

US Funds

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13.58 +0.03 +0.22%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 132.79M

Type: Fund

Market: United States

Issuer: AMG Funds

Asset Class: Equity

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MCGFX 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

Phone 800.835.3879

Web www.amgfunds.com

Top Executives

Name	Title	Since	Until
Robert Hiscock	-	2024	Now
Biography	Robert Hiscock is Assistant Portfolio Manager, Global Equities at Montrusco Bolton Investments Inc. He joined Montrusco Bolton in 2015 as an analyst. Prior to joining the firm, Robert worked as a senior analyst modeling credit risk at National Bank and as an economic consultant for Analysis Group. In addition to earning a Bachelor of Engineering Physics from Queen’s University, he has obtained a Master of Economics from McGill University and holds the Chartered Financial Analyst designation (CFA).
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 serves as CIO for Advocacy Wealth Management. His investment professional experience spans over 30 years, earned in service to Montag & Caldwell which became an Advocacy Wealth Company in August 2024. He has held the CIO role for Montag & Caldwell for the past 3 years, and prior to that was a Montag & Caldwell Director of Research for 15 years. He also serves as a Portfolio Manager/Research Analyst for Montag & Caldwell brand large cap growth, mid cap growth, and thematic growth strategies. He is a former trustee for his alma mater, The University of the South. He is a member of the Buckhead Rotary Club, and 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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Recent Quotes

	Name	Price	Chg.	Chg. %
	AMG Managers Mont.	13.58	+0.03	+0.22%