Astute investors probe beyond the surface of positive performance to understand how an investment manager achieved their returns and whether the firm can repeat this success in varying market conditions. AMG National Trust Bank’s sophisticated investment due-diligence program helps us go beyond the tactics of market timing and momentum management, which have no persistence in volatile times. Identifying managers with enduring return characteristics requires that we develop a deep, visceral understanding of a manager’s strategy as well as the attributes driving performance.
AMG’s Investment Group uses an intense quantitative and qualitative screening process to identify the potential investments suitable for our clients. Clients benefit from AMG’s complete freedom to recommend only the investments and investment managers who demonstrate characteristics that produce a higher likelihood of long-term outperformance across market cycles. These are managers we define as best-of-breed and have investment philosophies and strategies that allow them to successfully negotiate volatile markets. These managers take a long-term approach to investing and their bias toward capital preservation benefits AMG’s clients.