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
Fed rate cuts in January and the anticipation of additional cuts in February.

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

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