Institutional Investors

Growth

Investment Philosophy

LMCG’s Growth team believes that the small cap growth universe is inefficient and can be exploited by identifying unrecognized growth potential, that which is not currently seen, misinterpreted or misunderstood, before others.  We believe that these companies can be identified by bottom up fundamental research accomplished through industry-specific screening models and in-depth knowledge of the driving forces affecting those companies. Key characteristics that help act as a catalyst for recognition are factors such as revenue growth, margin expansion and positive surprises and revisions. Valuation analysis plays a critical role in establishing a high conviction portfolio and ensuring that one does not overpay for future growth. The team offers Small Cap Growth and Small/Mid Cap Growth strategies.

Associated Strategies

Portfolio Management Team

  • Andrew Morey, CFA
    Managing Director, Growth Equities

    Andrew Morey, CFA, joined LMCG in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Mr. Morey was a Partner with Crosswind Investments, LLC and the portfolio manager for the Crosswind Small and Small/Mid Cap strategies. Mr. Morey was also the founder and lead portfolio manager of Tartan Partners, LLC. Prior to Tartan Partners, Mr. Morey worked at State Street Research & Management from 1995-2005. He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000-2005 responsible for managing $1.8 billion in assets. Mr. Morey was also a research analyst for Gabelli & Co. from 1994–1995 and worked as a research analyst for Kidder Peabody from 1991-1993. Mr. Morey holds a B.A. from Vanderbilt University and an M.B.A. from Columbia Business School.

  • Srinivas Anantha, CFA
    Analyst

    Srinivas Anantha joined LMCG in January 2012 as an Analyst for the Growth team by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Mr. Anantha was an analyst for the Small Cap Growth and Small/Mid Cap Growth strategies at Crosswind Investments, LLC. Mr. Anantha has extensive investment research experience covering companies in the Technology, Telecommunications, Cable, and Defense Electronics/Federal IT Services industries. Prior to working at Crosswind, he was a senior analyst at Oppenheimer & Co. researching Internet Service Providers with a focus on Internet Infrastructure Services. Previously, he worked on the Telecommunications Services team at Oppenheimer & Co/CIBC World Markets which covered the entire spectrum of communications services companies. Mr. Anantha holds a B.S. in electronics and telecommunications engineering from Madras University and an M.B.A. from Loyola University Chicago. He is a CFA charterholder.

  • Bryan Lassiter, CFA
    Analyst

    Bryan Lassiter currently serves as an Analyst for the Growth team by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG in January 2012, Mr. Lassiter was an analyst for the Small Cap Growth and Small/Mid Cap Growth strategies at Crosswind Investments, LLC. Mr. Lassiter has extensive investment research experience covering companies in the Consumer, Industrials, and Materials sectors. Prior to Crosswind, he worked as an investment analyst with Globalt Investments, Inc. in Atlanta where he was part of a team that managed $1.3 billion in assets. Mr. Lassiter holds a BBA in Finance from the University of Georgia and an M.B.A. from Columbia Business School. He is a CFA charterholder.

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Andrew Morey, CFA, joined LMCG in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Mr. Morey was a Partner with Crosswind Investments, LLC and the portfolio manager for the Crosswind Small and Small/Mid Cap strategies. Mr. Morey was also the founder and lead portfolio manager of Tartan Partners, LLC. Prior to Tartan Partners, Mr. Morey worked at State Street Research & Management from 1995-2005. He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000-2005 responsible for managing $1.8 billion in assets. Mr. Morey was also a research analyst for Gabelli & Co. from 1994–1995 and worked as a research analyst for Kidder Peabody from 1991-1993. Mr. Morey holds a B.A. from Vanderbilt University and an M.B.A. from Columbia Business School.

Srinivas Anantha joined LMCG in January 2012 as an Analyst for the Growth team by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Mr. Anantha was an analyst for the Small Cap Growth and Small/Mid Cap Growth strategies at Crosswind Investments, LLC. Mr. Anantha has extensive investment research experience covering companies in the Technology, Telecommunications, Cable, and Defense Electronics/Federal IT Services industries. Prior to working at Crosswind, he was a senior analyst at Oppenheimer & Co. researching Internet Service Providers with a focus on Internet Infrastructure Services. Previously, he worked on the Telecommunications Services team at Oppenheimer & Co/CIBC World Markets which covered the entire spectrum of communications services companies. Mr. Anantha holds a B.S. in electronics and telecommunications engineering from Madras University and an M.B.A. from Loyola University Chicago. He is a CFA charterholder.

Bryan Lassiter currently serves as an Analyst for the Growth team by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG in January 2012, Mr. Lassiter was an analyst for the Small Cap Growth and Small/Mid Cap Growth strategies at Crosswind Investments, LLC. Mr. Lassiter has extensive investment research experience covering companies in the Consumer, Industrials, and Materials sectors. Prior to Crosswind, he worked as an investment analyst with Globalt Investments, Inc. in Atlanta where he was part of a team that managed $1.3 billion in assets. Mr. Lassiter holds a BBA in Finance from the University of Georgia and an M.B.A. from Columbia Business School. He is a CFA charterholder.

Small Cap Growth Vehicle(s) Offered:
Separate account
Mutual fund*

Small/Mid Cap Growth Vehicle(s) Offered:
Separate account

*AMG Managers LMCG Small Cap Growth Fund is distributed by AMG Distributors, Inc. (the “Distributor”), a member of FINRA/SIPC. The Distributor may enter into arrangements with banks, broker-dealers and other financial intermediaries through which investors may purchase or redeem shares. The Distributor is not affiliated with LMCG Investments, LLC (“LMCG”). LMCG sub advises the AMG Managers LMCG Small Cap Growth Fund (ACWIX and ACWDX).

For more information, please refer to the fund’s prospectus and SAI which can be found on AMG Fund’s website: http://amgfunds.com.