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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
AMG TimesSquare Small 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 Small Cap Growth Fund underperformed the Russell 2000 Growth Index.
  • Our preferences among health care stocks are those companies providing novel therapies for unmet needs that command premium pricing, or specialized service providers.
  • Many of our industrials positions provide necessary business to business operational services, highly technical components, equipment enabling automation and efficiency improvements, or essential infrastructure services.
Millennial and Gen Z apply fintech Ai data analytic finance consultant using digital platform analysis investment diversifying global digital asset allocation in financial market and stock

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Average Annual Returns (%)1 (as of 03/31/26)

Q1 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception2
TSCPX (Class N) -7.20 -7.20 9.30 7.27 0.58 8.91 8.262
TSQIX (Class I) -7.19