Investment Philosophy

At Montag & Caldwell, we believe that good investment returns are derived from the competent, disciplined, fundamental analysis of individual securities, performed by experienced professionals operating as a team.

We are long-term investors focusing on high quality growth opportunities. Our process is primarily bottom up in which we inter-relate price with earnings momentum. Our strategy uses a present valuation model in which the current price of the stock is related to the risk adjusted present value of our estimate of the company’s future earnings stream.