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Endowments & Foundations

Foundations, endowments and nonprofit organizations face unique financial management and administrative challenges. Your financial-services partner should understand these challenges and support you with expert counsel and exceptional service that allows your leadership to focus on the organization’s mission.

AMG National Trust Bank serves the comprehensive needs of mission-driven institutions with extensive investment management and advice, trustee and administrative services, and banking services. Organizations rely on our investment expertise, independent perspective and portfolio management to help grow, manage and protect the assets that allow them to carry out their missions.

Leverage your investment-management relationship to get powerful financial solutions from our expert advisors. After all, the real value in building your assets is how they allow your organization to serve the community.

Ballet photo: Marian Faustino in Sarah Tallman's, "In Between the Seams," Photo by Amanda Tipton

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Call 800-999-2190 or email us

Portfolio Management

In ancient times, the Antikythera Mechanism, pictured Antikythera Mechanismto the right, gave users a new way of looking at and understanding the universe. They could interact with the world in a different way and make superior decisions because of the insight. AMG Capital Management (ACM) strives to employ advanced technologies and uncommon insight to assess investment options and make sound decisions for portfolio management.

ACM Portfolio Strategies

AMG Capital Management leverages a strict investment process and philosophy, based on our expertise utilizing big, global data on publicly traded companies and country specific macroeconomic data, to establish a quantitative baseline for analysis and portfolio construction. This quantitative baseline results in a highly disciplined approach to equity investing that aims to identify and capture real alpha, resulting in capital protection and strong, risk-adjusted performance.

Foreign Equity

Successful investors need a global perspective that considers a country’s fundamentals, economic business cycles, and trade and financial linkages. AMG Capital Management's (ACM) philosophy of international investing combines dominant return drivers of country selection and sector selection to create a potent approach to global investing. ACM’s approach is based on two core convictions. First, understanding the business cycle of a specific country is essential to understanding long-term return potential. In other words, each country’s macroeconomics drives returns for its equity market over the long run. Second, a creditor’s approach to understanding a country’s business cycle is imperative to recognizing the primary trend in a country’s economy and the potential for that country’s equity markets. This pioneering global-investment approach is based on a solid macroeconomic framework that employs our unique fundamental and quantitative statistical analyses.

Country specific equities included in ACM managed foreign equity strategies generally have the following characteristics at the point of inclusion:

  • A high probability that the business cycle has reached a positive inflection point
  • Relatively strong long-term macroeconomic prospects
  • Relatively low currency risk
  • Attractive equity market valuations and sector exposure

This approach is deployed in the following strategy:

  • ACM International Equity Portfolio Strategy

Please contact us for more information on these strategies.

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