Why the Time is Right for High Quality LCG
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 large cap growth following a sustained period of underperformance.
Returns Based Analysis
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 traditional returns-based statistical measures.
An Interview with Ron Canakaris: April 2, 2009
April 03, 2009 — Although the stock market may remain volatile over the near term, it appears to have discounted the likely depth and duration of this recession. Unprecedented fiscal and monetary stimulus continue to support the financial markets and the equity valuations are reasonable, Montag & Caldwell, long-term growth investors, believe that we are in the later phases of the bear market and the early stages of a major rotation into large growth stocks.
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2008 Market Volatility
January 25, 2008 — Montag & Caldwell’s winners last year have been under pressure in 2008, but we remain confident in our client’s holdings. The U.S. Economy is very close to stall speed and is on the cusp of a recession. If we do have a recession we would expect it to be mild due to the fact that there are not many excesses in the non-financial, non-housing areas of the U.S. economy. These areas have low inventories, have not …
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Welcome to Montag & Caldwell’s Market Commentary
October 11, 2007 — This section of the site is dedicated to discussing and updating our thoughts and observations on current market conditions. Anything in this area is strictly our opinion as of the date placed here rather than statements of fact.
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