Montag & Caldwell, LLC

Investment Strategy

Montag & Caldwell employs proprietary investment strategies with a focus on growth portfolios—primarily large-cap and mid-cap growth stocks—selected through fundamental valuation techniques targeting companies trading below intrinsic value but with strong growth prospects. The firm also offers thematic growth strategies centered on secular growth trends and dividend growth strategies that prioritize companies with consistent dividend increases. Fixed-income portfolios are built using benchmark indices with minimal trading to control costs, while balanced and asset allocation portfolios combine equities and bonds, favoring investments with an attractive intermediate-term outlook based on macro-economic and business cycle analysis. The overall investment philosophy is centered on long-term, high-quality investments with a disciplined approach to adding value for clients.