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AMG Managers Fairpointe Mid Cap Fund Class N (CHTTX)

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AMG Managers Fairpointe Mid Cap Fund Class N

AMG Funds IV

600 Steamboat Road, Suite 300

Greenwhich, CT 06830

800-548-4539
Management Information
Thyra E. Zerhusen,Lead Manager since April 30, 1999
CEO and Chief Investment Officer – Ms. Zerhusen is the principal founder of Fairpointe Capital LLC, CEO and Chief Investment Officer of the firm. She is part of the Investment Team, serving as lead portfolio manager for the Mid-Cap Core Equity and Co-Portfolio Manager for the ESG Equity Strategy, including the AMG Managers Fairpointe Mid Cap Fund, the AMG Managers Fairpointe ESG Equity Fund, the Parvest Equity USA Mid Cap Fund, and institutional separate accounts. Prior to founding Fairpointe Capital, Ms. Zerhusen was the Chief Investment Officer for Mid-Cap Equities at a predecessor firm beginning in October of 2003. Ms. Zerhusen also spent four years at Talon Asset Management as Senior Vice President and Portfolio Manager, where she began managing the Aston (now AMG) Mid Cap Fund. She has managed the fund without interruption for eighteen years, thus preserving the long-term track record. Previously, she was employed by The Burridge Group as principal and portfolio manager for a tax-sensitive mid-cap product, and spent eleven years as Senior Investment Analyst at Sears Investment Management Company. Ms. Zerhusen started her career as an Investment Research Officer at Harris Trust & Savings Bank in Chicago and was responsible for in-depth financial analysis of company fundamentals and industry trends. She has been a guest on Wall Street Week with Louis Rukeyser, CNNfn’s Mutual Fundamentals, Bloomberg, and CNBC. Ms. Zerhusen received an M.S. from the Swiss Federal Institute of Technology with concentrations in life sciences, biotechnology, and economics. She has an M.A. in Economics from the University of Illinois. She is also a member of the CFA Society. Primarily educated in Switzerland, Ms. Zerhusen is fluent in English, French, and German.
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Morningstar Category
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Fund Overview

CategoryMid-Cap Value
Fund FamilyAMG Funds
Net Assets530.71M
YTD Return-17.87%
Yield1.07%
Morningstar Rating★★
Inception DateSep 18, 1994

Fund Operations

Last Dividend0.33
Last Cap Gain0.00
Holdings Turnover21.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCHTTXCategory Average
Annual Report Expense Ratio (net)1.15%1.09%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection365N/A
5 Yr Expense Projection633N/A
10 Yr Expense Projection1,398N/A