Buy 3 AMG Mutual Funds for Risk-Adjusted Returns

Invest in diversified strategies across asset classes backed by independent fund managers.

Apr. 1, 2026 at 10:44am

Affiliated Managers Group (AMG) is a group of independent investment managers that develop and manage mutual funds across a variety of equity, multi-asset, and alternative products and strategies. We have chosen three AMG mutual funds - AMG Yacktman, AMG River Road Focused Absolute Value, and AMG River Road Large Cap Value Select - that investors should buy now for the long term. These funds have strong performance and lower fees compared to their peers.

Why it matters

AMG's diversified approach to mutual fund management, with each affiliate developing investment products and solutions from their particular vantage point and investment philosophy, makes it an attractive option for investors seeking risk-adjusted returns across different asset classes.

The details

The AMG Yacktman fund invests primarily in domestic and foreign equities, including emerging markets, and applies a disciplined strategy focused on companies with strong fundamentals, shareholder-oriented management, and attractive valuations. The AMG River Road Focused Absolute Value fund invests in a focused portfolio of U.S. and international equities, following a non-diversified approach. The AMG River Road Large Cap Value Select fund invests in large-cap equity securities, focusing on undervalued stocks, including foreign equities and real estate investment trusts.

  • As of September 30, 2025, the AMG Yacktman fund's top holdings included Samsung Electronics Co., Ltd., Bolloré SE, and Canadian Natural Resources Ltd.
  • As of October 31, 2025, the AMG River Road Focused Absolute Value fund's top holdings included Berkshire Hathaway Inc., CRH plc, and Amrize Ltd.
  • As of October 31, 2025, the AMG River Road Large Cap Value Select fund's top holdings included Berkshire Hathaway Inc., CRH plc, and BJ's Wholesale Club Holdings, Inc.

The players

Affiliated Managers Group (AMG)

A group of independent investment managers that develop and manage mutual funds across a variety of equity, multi-asset, and alternative products and strategies.

Stephen Yacktman

The lead manager of the AMG Yacktman fund since December 31, 2002.

R. Andrew Beck

The lead manager of the AMG River Road Focused Absolute Value fund since November 3, 2015.

Daniel R. Johnson

The lead manager of the AMG River Road Large Cap Value Select fund since March 22, 2021.

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The takeaway

The three AMG mutual funds highlighted - AMG Yacktman, AMG River Road Focused Absolute Value, and AMG River Road Large Cap Value Select - offer investors diversified strategies across asset classes, strong risk-adjusted performance, and lower fees compared to their peers, making them attractive long-term investment options.