AMG TimesSquare Mid Cap Growth Fund Q1 2026 Commentary
Affiliated Managers Group·2026-06-22·via All Articles on Seeking Alpha
Summary
Amidst first quarter volatility, AMG TimesSquare Mid Cap Growth Fund underperformed the Russell Midcap® Growth Index.
In the first quarter, markets navigated a complex backdrop of geopolitical tensions and economic resilience, alongside temporary global tariffs following a Supreme Court decision.
For the communication services sector, we prefer to invest in media and services companies that are either well placed from an advertising perspective for their target audience or that provide differentiated services.
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Quarterly Update
In the first quarter, markets navigated a complex backdrop of geopolitical tensions and economic resilience, alongside temporary global tariffs following a Supreme Court decision. Prior to the Iran conflict, markets had reached all time highs with
