AMG River Road Dividend All Cap Value Fund Q3 2025 Commentary
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During Q3 2025, the AMG River Road Dividend All Cap Value Fund was meaningfully overweight in one sector and underweight in two, with growth stocks still outperforming value despite lingering inflation and a market rally driven by AI enthusiasm and the Fed. The fund's focus on lower beta, dividend payers negatively impacted performance across the portfolio. Sector allocation and underweighting in communication services and energy, combined with reduced AI exposure due to valuation concerns, detraced from relative results, though the fund remains overweight energy and utilities.
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