AMG River Road Small-Mid Cap Value Fund - Class N
ARSMX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- AMG Funds IV DE United States of America
- IPO Date
- Mar 30, 2007
- CIK
- 0000912036
- Website
- wealth.amg.com
- Similar Companies
- Business
- AMG River Road Small-Mid Cap Value Fund - Class N (ARSMX) is a mutual fund that seeks long-term capital appreciation through investments in a portfolio of small- and mid-capitalization equity securities, primarily common stocks and other equity instruments of U.S. companies trading at discounts to their intrinsic value under River Road Asset Management LLC's proprietary Absolute Value discipline; the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in such securities, targeting total return exceeding the Russell 2500 Value Index by 200 to 400 basis points with lower volatility. River Road Asset Management LLC, the fund's investment adviser and an affiliate of Affiliated Managers Group, Inc. (AMG) since 2014, offers this strategy through separate accounts, model portfolios, and mutual funds including Class N shares (ARSMX), alongside complementary offerings such as Small Cap Value, Mid Cap Value, Large Cap Value Select, Dividend All-Cap Value, Focused Absolute Value, and International Value Equity. The firm, founded in 2005 and headquartered in Louisville, Kentucky, serves a diverse global client base of institutional investors including endowments, foundations, retirement plans, family offices, and corporations across four continents, managing over $10 billion in assets with a team led by CEO and Senior Portfolio Manager R. Andrew Beck, Senior Portfolio Manager Justin Akin, and Associate Portfolio Manager Todd Mayberry, CFA. In recent developments, River Road Asset Management entered a strategic U.K. distribution partnership with Boutique Capital Partners in October 2024 to expand access to its Large Cap Value Select strategy for U.K. investors; the firm was appointed as portfolio manager in September 2025 for several CI Global Asset Management U.S. equity value funds totaling $1.1 billion in assets, replacing Epoch Investment Partners; and in December 2025, CI Global Asset Management hired River Road to manage U.S. equity value-style mandates, broadening its international footprint. The fund operates within the U.S. public equity markets, focusing on small- and mid-cap value segments with an emphasis on risk-controlled absolute value investing to minimize downside exposure; it targets institutional and retail investors seeking capital appreciation with reduced volatility relative to benchmarks.