Investment Strategies - Large Cap Growth
Mutual Funds
The Aston/Montag & Caldwell Growth Mutual Fund (The Fund) was launched on November 2, 1994. The Fund offers Montag & Caldwell’s philosophy and investment process to the general public. Primarily marketed through institutional networks, the Aston/Montag & Caldwell Growth Funds are utilized by investors as a way to access a daily valued product or our management services for accounts that are below our minimum individually managed account size of $25 million.
The Aston/Montag & Caldwell Growth Funds offer investors the same large-cap, high quality growth investment process that has been applied to our individually managed accounts since 1972. The Fund is subject to the same decisions and portfolio investments delivered by Montag & Caldwell’s Investment Policy Group, which is chaired by Ron Canakaris.
