Montag Mid Cap Gets I Shares
Chicago, IL – Effective May 14, 2014, Aston Asset Management, LP (“Aston”) is offering an institutional share class for the ASTON/Montag & Caldwell Mid Cap Growth Fund (ticker: AMMCX). The Fund seeks to provide long-term capital appreciation and, secondarily, current income by investing in high-quality mid-cap growth companies growing near-term earnings faster than the market and trading at a discount to their intrinsic value. It leverages veteran growth manager Montag & Caldwell's time-tested, fundamentally-driven growth investment philosophy and process that the firm has employed since the 1970s and in management of the large-growth ASTON/Montag & Caldwell Growth Fund.
The Fund is managed by Scott Thompson, CFA, Andrew Jung, CFA, and Jeffery Wilson, CFA. Messrs Thompson and Jung have managed the fund since the inception of its investor share class (AMCMX) on November 2, 2007. Both have more than 18 years of investment experience, the majority of which has been with Montag & Caldwell. Mr. Wilson joined the firm in 2005, and was named a co-portfolio manager in February 2014.
Aston Asset Management, LP
Headquartered in Chicago, Illinois, Aston provides investment management services to the mutual fund and managed accounts markets by carefully selecting, monitoring and marketing experienced boutique investment managers, who seek to achieve consistent investment performance using disciplined investment processes and best in class business standards. From the initial due diligence on an investment manager to the launching of a new Aston Fund, we take measured steps to ensure congruence between the requirements of Aston, the capabilities of the subadviser and the needs of clients. As of April 30, 2014, Aston is the adviser to 25 mutual funds with total net assets of approximately $15.7 billion. Our funds are distributed nationally through intermediaries including registered investment advisors, model platforms, broker-dealers, consultants, retirement platforms and wealth management teams.
Note: Small- and mid-cap stocks are considered riskier than large-cap stocks due to greater potential volatility and less liquidity.
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. Please call 800 597-9704 for a prospectus or a summary prospectus which contains this and other information about the Fund. Read it carefully before you invest or send money. Aston Funds are distributed by Foreside Funds Distributors LLC.