AMG Managers Fairpointe ESG Equity Fund Class N (AFPTX)
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AMG Managers Fairpointe ESG Equity Fund Class N
AMG Funds IV
600 Steamboat Road, Suite 300
Greenwhich, CT 06830
800-548-4539
Management Information
Frances E. Tuite,Lead Manager since February 28, 2018
Portfolio Manager – Ms. Tuite is part of the Investment Team, serving as co-portfolio Manager for the ESG Equity Strategy and is responsible for investment research for both the ESG Equity and Mid-Cap Equity Strategies. In addition, she manages the 1837 LP long/short equity fund, which she founded in 2000.
Prior to joining Fairpointe Capital LLC, Ms. Tuite managed the 1837 Fund at RMB Capital and at Talon Asset Management (under the name Talon Opportunity Partners). Previously, she worked at Sirius Partners and Harris Associates as an analyst and portfolio manager, as a sell-side research analyst at William Blair & Company, and as analyst and Director of Research at Johnson Investment Counsel. Earlier, she was employed at Procter & Gamble in their financial management training program. Ms. Tuite received a B.B.A. from the University of Cincinnati in Finance and Accounting and an M.B.A. in Finance and Accountancy from Miami University in Oxford, Ohio. She holds the CFA® designation, is a member of the CFA Institute and the CFA Society of Chicago, and has passed the Certified Public Accountant examination. She is a member of the Chicago Finance Exchange, an invitation only organization for senior women leaders in finance, and a member of International Women Associates, which pursues global understanding and universal human rights. She serves as Chairman of the Steppenwolf’s Directors Circle, and Board Chair for Recovery on Water, a non-profit focused on breast cancer survivors.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Value
Fund FamilyAMG Funds
Net Assets842.49k
YTD Return-25.47%
Yield1.22%
Morningstar Rating★★★
Inception DateDec 23, 2014
Fund Operations
Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover43.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAFPTXCategory Average
Annual Report Expense Ratio (net)1.12%1.01%
Prospectus Net Expense Ratio1.12%N/A
Prospectus Gross Expense Ratio1.86%N/A
Max 12b1 Fee0.21%N/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection513N/A
5 Yr Expense Projection937N/A
10 Yr Expense Projection2,119N/A
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