We believe that over the long-term, consumer staples can enhance returns and reduce the overall level of risk in a well diversified portfolio.

Montag & Caldwell has begun to pick through the rubble and draw some conclusions about what we see in the period ahead.

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 …

In January 2007 we authored a piece called “Now’s the Time!” It was meant to serve as a rallying cry of sorts, highlighting the attractiveness of …

We 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 …

This paper examines the anomalous period that we experienced in the equity markets over the last five years and how this volatile period has impacted some …

Commentary By: Mr. Kurt Momand, CFA, Vice President and Portfolio Manager

Commentary By: Mr. Andrew W. Jung, CFA Vice President and Security Analyst