Cadence Capital Management

About

About

Cadence uses a proprietary quantitative model that seeks to invest in high-quality growth investment strategies across the capitalization spectrum.

AMG Funds From This Firm

MECIX

Cadence Emerging Companies Fund

Seeks long-term capital appreciation by investing in primarily U.S. small cap, emerging companies that have improving fundamentals and reasonable valuations.

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MCMFX

Cadence Mid Cap Fund

Seeks capital appreciation by investing in U.S. companies with medium-market capitalizations that have improving fundamentals and reasonable valuations.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Cadence believes that a company’s improving fundamentals signals the potential for price appreciation, and that a reasonable valuation enhances the potential for reward at reduced risk. They view stock selection as critical for achieving above-average results, and believe that a highly disciplined process promotes repeatability.

Our Approach

Cadence relies on a proprietary quantitative model along with fundamental analysis:

  • Employs a “growth-at-a-reasonable-price” strategy, allowing it to invest in companies that exhibit both growth and value characteristics
  • Companies are analyzed for factors such as strength of management, competitive industry position, business prospects and improving earnings fundamentals
  • Invests in companies that have improving fundamentals and reasonable valuations

News & Events

Media Coverage | Cadence Capital Management | 8/21/2018

Small- and Microcap Stocks Get Another Look as the S&P 500 Index Stalls

Investors have shown an uptick in interest in smaller companies and the funds that own them, including AMG Managers Cadence Emerging Companies Fund.
Media Coverage | Cadence Capital Management | 7/6/2018

Barron's: Big Opportunities in Tiny Stocks

Cadence Emerging Companies Fund is highlighted in this Barron’s article on trends that may favor U.S. microcap stocks.

Fund Managers

Fund Managers

Robert L. Fitzpatrick, CFA

Senior Portfolio Manager, Managing Director

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Michael J. Skillman

Chief Executive Officer, Managing Director

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Robert E. Ginsberg, CFA

Senior Portfolio Manager, Managing Director

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Insights

Insights

Small Can Be Mighty: Opportunity in the Large, Inefficient Smaller Cap Universe

Stock selection, and fund manager selection, are critical in the smaller market cap investment universe, where a skilled active manager can add meaningful value.
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4 Things to Know About Estate Tax

Federal estate tax can be an overly complex issue that investors need to pay close attention to. Estates grow, laws change and so investors need to ensure that they have a long-term view and plan in case the tax becomes relevant to them.
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Laying a Bigger Nest Egg

The current investment environment makes retirement nest eggs less effective than many retirees had hoped. Understanding potential retirement income shortfalls is a critical first step. The hard part–developing a plan to avoid that shortfall–comes next.
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