Montag & Caldwell Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: Firm Philosophy At Montag & Caldwell, we believe that good investment returns are derived from the competent, disciplined, fundamental analysis of individual securities, performed by experienced professionals operating as a team. We are long-term investors focusing on high quality growth opportunities. Our process is primarily bottom up in which we inter-relate price with earnings momentum. Our strategy uses a present valuation model in which the current price of the stock is related to the risk adjusted present value of our estimate of the company’s future earnings stream. Connect with Us Principal Spotlight Quarterly Commentaries 2Q21 Market Commentary 1Q21 Market Commentary 4Q20 Market Commentary 3Q20 Market Commentary 2Q20 Market Commentary Articles & Commentaries De-Risk Your Portfolio with Active Management M&C Celebrates 75 Years Montag & Caldwell’s Approach to Asset Allocation A High Quality Approach To Portfolio Management Fixed Income is All You Need for Diversification Achieve a true diversification benefit in your investment portfolio Indirect exposure approach to international investing What to consider before including alternative asset classes Why mid cap stocks might be a better option Why investors should consider a bias towards high-quality investments in a volatile market Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: Phone (404) 836-7100marketingwebcontact@montag.com 3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202