AMG River Road Mid Cap Value Fund
Our archive holds 8 letters from AMG River Road Mid Cap Value Fund, behind 11 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 11
- June 2025
CACI International Inc. is a leading provider of technology services for national security and government modernization, experiencing strong growth and financial stability despite recent market sell-offs.
Read the full thesis - June 2025
GE Healthcare Technologies, Inc. is a global leader in medical technology with a strong market position, diverse revenue streams, and a solid financial foundation poised for sustainable growth in expanding healthcare markets.
Read the full thesis - June 2025
Murphy USA’s strategic locations near Walmart, low-cost operations, and capital-light model offer a compelling mix of high customer traffic and superior returns, making it a structurally advantaged player in the convenience store industry.
Read the full thesis - June 2025
Restaurant Brands International Inc. is a leading quick-service restaurant company with a capital-light franchise model and strong market positions, particularly in Canada, offering significant global growth potential.
Read the full thesis - December 2024
AerCap Holdings N.V. is the leading global aviation leasing company, strategically positioned to benefit from a strong demand in air travel amidst supply chain challenges, while maintaining a solid financial foundation and effective capital allocation.
Read the full thesis - December 2024
Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.
Read the full thesis - December 2024
CSX Corp. is a leading Class 1 railroad with strong pricing power, robust cash flow, and potential for growth in merchandise volumes, positioned to benefit from market trends and shareholder returns.
Read the full thesis - December 2024
LVMH Moet Hennessy Louis Vuitton SE is a resilient global luxury goods company trading at five-year valuation lows, largely due to China market concerns, yet maintains strong financials and a solid growth trajectory in its key fashion and leather goods segment.
Read the full thesis - December 2024
CACI International Inc. is a leading provider of technology services for national security, poised for growth despite market overreactions to government efficiency recommendations.
Read the full thesis - December 2024
GXO Logistics is a leading outsourced warehousing provider with a strong track record of growth and technology deployment, serving top-tier clients while maintaining high customer retention and stable revenue in a cyclical industry.
Read the full thesis - December 2024
Huntington Ingalls Industries (HII) is America's largest military shipbuilder with a strong backlog, low capital intensity, and significant revenue visibility, currently trading at a 20% discount despite facing near-term challenges.
Read the full thesis
Letter archive · 8
2025
Funds · 5
- AMG River Road Large Cap Value Select Fund2
- AMG River Road Mid Cap Value Fund2
- AMG River Road Small Mid Cap Value Fund2
- AMG River Road Focused Absolute Value Fund1
- AMG River Road Small Cap Value Fund1
Get AMG River Road Mid Cap Value Fund’s next letter the day it lands
We track AMG River Road Mid Cap Value Fund alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.
View plans→