Research
Research Papers
Newsletter
A quarterly review package discussing sector and security selection results along with performance, characteristics, and stock market outlook.
| Research Paper | Summary | Date |
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As the year began, the declines in the equity market that started last October accelerated as the credit crisis continued to spread beyond its origins in “subprime mortgages” and fears of a recession rose. |
03/31/2008 |
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As 2007 closed, clients of Montag & Caldwell’s large cap growth discipline benefited from our steadfast belief that high quality large cap growth was poised for a comeback. |
12/31/2007 |
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In January we wrote a paper expressing our belief that the outlook for large capitalization growth stocks had never been better and that a rotation into large cap growth equities was imminent. We outlined why we thought this rotation would develop and why we felt our clients were well-positioned to fully participate. |
09/28/2007 |
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For the first time in three years Large Cap Growth’s outperformance over Large Cap Value was lead by the largest names in teh Russell 1000 Growth Index. |
06/29/2007 |
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The outlook for high quality large capitalization growth stocks is very good. Valuations are attractive, and the Federal Reserve has stopped raising interest rates. As the Federal Reserve succeeds in slowing the economy to a non-inflationary growth rate, these companies’ above average earnings growth rates will become increasingly attractive in the more challenging corporate profit environment that is likely to develop. |
03/30/2007 |
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The Federal Reserve Open Market Committee decided to leave its target for the federal funds rate at 5.25% following both of its meetings during the last quarter of the year. |
12/29/2006 |
