Navigating Tomorrow: AMG Boston Common Global Impact Fund's Visionary Q2 2025

The second quarter of 2025 presented a dynamic canvas for global markets, a landscape expertly navigated by the AMG Boston Common Global Impact Fund. As economies grappled with evolving inflationary pressures and the persistent allure of technological innovation, the fund demonstrated its resilience and commitment to a future-proof investment strategy, prioritizing both financial returns and meaningful societal impact.

Amidst a backdrop of shifting geopolitical currents and continued debate over monetary policy, Q2 saw the fund strategically deepen its commitment to companies at the forefront of sustainable innovation.

We observed continued strength in sectors poised for long-term growth, particularly those aligning with global decarbonization efforts, equitable social progress, and robust governance. Our investment philosophy, deeply rooted in identifying businesses that solve pressing global challenges, proved particularly prescient.

Key performance drivers for the quarter included select holdings in renewable energy infrastructure, where policy support and technological advancements are accelerating adoption, and innovative healthcare companies that are not only delivering groundbreaking treatments but also ensuring broader access.

Furthermore, our exposure to sustainable agriculture technologies continued to yield positive results, as the global imperative for food security and environmental stewardship intensifies.

A notable focus remains on the ethical integration of artificial intelligence across industries. The fund actively seeks out companies that are not just leveraging AI for efficiency, but are doing so with a clear framework for responsible development, data privacy, and societal benefit.

This discernment allows us to participate in the transformative power of AI while mitigating associated risks and promoting positive impact.

Looking ahead, the AMG Boston Common Global Impact Fund remains steadfast in its conviction that purpose-driven companies are best positioned for enduring success.

We anticipate continued volatility but also see abundant opportunities arising from the transition to a more sustainable and equitable global economy. Our disciplined research process, combined with a profound understanding of impact drivers, will continue to guide our portfolio decisions, ensuring we are invested in the solutions of tomorrow, today.

The fund's commitment extends beyond financial metrics; it is deeply embedded in the tangible impact our portfolio companies create.

From reducing carbon emissions to improving public health outcomes and fostering inclusive economic growth, we are proud to support enterprises that are not just profitable, but also profoundly positive forces in the world. As we move into the second half of 2025, we remain dedicated to delivering both compelling financial returns and measurable, positive global impact for our investors.