Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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February proved to be yet another volatile month in the equity and credit markets. The market rose early in the month, buoyed by
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02/29/2008 |
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Despite Federal Reserve easing in January, US equity markets continued to experience volatility in February as financial aftershocks and oil prices that climbed above $100 unnerved holders of shares. |
02/29/2008 |
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Equity markets got off to a difficult start in January. The S&P 400 and Russell Mid-Cap Growth indicies declined 6.16% and 7.95% respectively. |
01/31/2008 |
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US equity markets retreated in January as credit market fears surfaced once again to complicate an already challenging economic and earnings environment. |
01/31/2008 |
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For the year the large cap growth composite gained 3.35% and significantly outperformed the Russell 1000 Growth Index and the S&P 500 Index, which gained -.76% and -3.33% respectively. |
12/31/2007 |
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For the fourth quarter of 2007, the Montag & Caldwell Mid Cap Growth Composite posted a positive return of 2.37%, which compares to a -1.70% return for the Russell Mid Cap Growth index and -2.72% returns for the S&P 400. |
12/31/2007 |
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US equity markets retreated sharply in November as sub-prime and credit-related worries re-surfaced in the marketplace. The broad market, as measured by the S&P 500 Index, registered a decline of 4.2% for the month. The Russell 1000 Growth, representative of large cap growth style, was down 3.68%. |
11/30/2007 |
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Following new highs in the market in October, the market reversed course in November as additional stress in the credit markets, more disclosures of sub-prime mortgage losses among financial companies and signs of slower economic growth weighed on stock prices. |
11/30/2007 |
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For the third quarter of 2007, the Montag & Caldwell Midcap Growth Fund posted a positive return of 5.07%, which compares to a 2.15% return for the Russell Midcap Growth index and -0.87% return for the S&P 400. |
09/28/2007 |
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For the quarter the Montag & Caldwell Institutional Large Cap Growth Equity Composite outpaced both the Russell 1000 Growth Index and the S&P 500 Index, which gained 4.2% and 2.0% respectively. |
09/28/2007 |
