Management Appointments
Atlanta, GA, June 26, 2009 — Montag & Caldwell is pleased to announce management promotions for William A. Vogel, M. Scott Thompson and Andrew W. Jung.
In the News
BARRON’S - June 1, 2009 An Interview With Ronald E. Canakaris, Chairman and Chief Investment Officer
Atlanta, GA, June 01, 2009 — Barron's features Ron Canakaris in an interview as he discusses his outlook to happier times ahead.
Montag & Caldwell Introduces a New Dublin Domiciled UCITS
Atlanta, GA, December 30, 2008 — Atlanta, GA, December 2008: We are pleased to announce the launch of a Dublin domiciled UCITS fund. The Montag & Caldwell US Equity Large Cap Growth fund will be managed in a like manner of our flagship large cap growth strategy with a relatively concentrated portfolio of between 30-40 names, using a bottom-up approach focused on quality, sustainable earnings and valuation.
Informa’s Asset TV Interview with Ron Canakaris
Atlanta, GA, August 22, 2008 — In this video interview Ron discusses Montag & Caldwell's history and his own investment career. He also describes the Firm's large cap growth investment philosophy, process, and sell discipline. Ron outlines the case for large cap growth and highlights Montag & Caldwell's competitive advantage.
Montag & Caldwell Introduces a Mid Cap Growth Strategy
Atlanta, GA, September 30, 2007 — We are pleased to announce the rollout of the Montag & Caldwell Mid Cap Growth Strategy. Our mid cap growth strategy extends the firm’s capabilities into the mid cap asset class while leveraging the strength of our resources and the successful time tested, fundamentally driven investment process. The process will focus primarily on companies between $2.5 billion and $10 billion in market capitalization. It will employ the same bottom-up investment discipline and will invest in high-quality, …
