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.

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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.

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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.

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Five Mega Cap Stock Funds Poised to Weather Stormy Markets

Atlanta, GA, July 27, 2007 — The article is a MarketWatch from Dow Jones reprint.

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