AMG GW&K Small Cap Value Fund II - Class I
ACRTX
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- AMG Funds IV - AMG GW&K Small Cap Value Fund II (Class I) (ACRTX) is a mutual fund that seeks long-term capital appreciation by investing at least 80% of its assets in common stocks and other equity securities of small-cap companies, defined as those with market capitalizations under $5 billion, focusing on undervalued firms with quality characteristics, sustainable earnings, and low valuation levels; the fund employs a fundamental research-driven approach emphasizing capital preservation alongside growth across domestic equity sectors such as financials, consumer discretionary, technology, healthcare, and industrials. The fund offers Class I shares (ticker: ACRTX) with a low expense ratio targeted at institutional investors, alongside other share classes including Class N (SKSEX), providing flexibility for diverse client bases such as high-net-worth individuals, endowments, and financial advisors; it is subadvised by GW&K Investment Management LLC, an independent firm headquartered in Boston, Massachusetts, founded in 1974 and affiliated with Affiliated Managers Group, Inc. (AMG), with the fund itself inaugurated on December 27, 2011, and operating primarily in the U.S. small-cap value segment of the equity market. Recent operational changes include the addition of Brett Kozlowski, CFA, as co-portfolio manager effective April 2025, joining Mary F. Kane in jointly managing the fund's day-to-day operations and updating relevant prospectus disclosures; the fund navigated volatile small-cap markets in 2025, posting a Q1 return of -8.45% for Class N shares amid Federal Reserve policy shifts, followed by a Q2 gain of 1.94%, while maintaining a focus on sector rotations toward financials and consumer discretionary alongside ESG-integrated strategies in select holdings.