Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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US Equity markets continued to rally in August as the Russell 1000 Growth Index and the S&P 500 Index gaining 2.07% and 3.61% for the month respectively. |
08/31/2009 |
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US Equity markets continued to rally in August as the Russell Midcap Growth Index and S&P Midcap Index gaining 3.06% and 4.37% for the month respectively. Financials, consumer discretionary, energy, and healthcare all showed strong gains above 3% during the month in both indices. |
08/31/2009 |
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After pausing in June, US Equity markets resumed their ascent in July with the Russell 1000 Growth Index and S&P 500 Index gaining 7.10% and 7.56% for the month respectively. |
07/31/2009 |
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After pausing in June, US Equity markets resumed their ascent in July with the Russell Midcap Growth Index and S&P Midcap 400 Index gaining 7.89% and 8.74% for the month respectively. |
07/31/2009 |
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The significant rally in the equity markets that began in early March continued into June, as visibility of a likely second half recovery in economic activity improved. |
06/30/2009 |
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The significant rally in the equity markets that began in early March continued into June, as visibility of a likely second half recovery in economic activity improved. |
06/30/2009 |
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US Equity markets paused in June, following several months of strong performance; the Russell 1000 Growth Index and the S&P 500 Index gained 1.12% and 0.20% respectively. |
06/30/2009 |
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US Equity markets paused in June, following several months of strong performance; the Montag & Caldwell Mid-cap Growth representative portfolio gained 0.57% in June, beating the Russell Midcap Growth Index (+0.46%) and slightly lagging the S&P MidCap 400 Index (+0.62%). |
06/30/2009 |
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May marked another month in which US stock indicies moved higher as the broad market measured by the Russell 1000 Growth Index and the S&P 500 Index advanced 4.96% and 5.59% respectively. |
05/31/2009 |
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The Montag & Caldwell Mid-cap Growth representative portfolio gained 3.23% in May, beating the S&P 400 Growth Index (+2.74%) and lagging the Russell Mid-cap Growth Index (+5.17%). |
05/31/2009 |
