Research

Research Papers

Position Papers

We occasionally publish general industry, individual company, or economic reports developed internally, or copies of speeches made by personnel of our firm.

 

Research Paper Summary Date

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As you may recall, in January, 2007, 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.

09/30/2007

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We believe now is an excellent time to add to your investment with Montag & Caldwell as the outlook for large capitalization growth stocks, in our opinion, has never been better.

01/31/2007

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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.

11/02/2005

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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.

11/12/2004

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