Investment Approach

AMG Veritas Global Focus Fund

Veritas combines top-down analysis, focused on identifying long term themes and trends, with bottom-up fundamental company research that seeks to identify companies within those identified themes and trends that it believes have sound business models, strong management and disciplined financial controls. Veritas will construct a high conviction portfolio of 25 to 40 stocks, primarily from developed markets. The Fund can invest up to 25% in companies from emerging markets.

• Investing in stocks that pay below-average dividends
• Employing a buy-and-hold strategy designed to avoid realizing short-term capital gains and defer the realization of long-term capital gains as long as possible
• Realizing losses on specific securities or specific tax lots of securities to offset realized gains