
RESEARCH
As you may recall, in January, 2007, we wrote a paper expressing our belief that the outlook for large capitalization growth stocks had never been better …
Now’s the TimeWe believe now is an excellent time to add to your investment with Montag & Caldwell as the outlook for large capitalization growth stocks, in our …
Why the Time is Right for High Quality LCGWe believe the preconditions are in place for a rotation into quality large cap growth. These preconditions include historically attractive valuations and negative investor sentiment toward …
Late in 2007, in a piece titled Energy: The Cycle Marches On, we outlined why, despite having been overweight the sector over the prior five years …
Energy: The Cycle Marches OnOur clients’ portfolios have been overweight Energy for the past five years relative to the Russell 1000 Growth. We continue to believe the Energy sector will …
Market Strategy: The New Investment LandscapeMichael Metz, Chief Investment Strategist for Oppenheimer, authored this piece on the New Investment Landscape.
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- 2008 Market Volatility (01/25/2008)
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HEADLINES
- Montag & Caldwell Introduces a New Dublin Domiciled UCITS (12/30/2008)
- A Manager For All Seasons (12/01/2008)
- Informa’s Asset TV Interview with Ron Canakaris (08/22/2008)
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