Montag & Caldwell

About

About

Montag & Caldwell uses a disciplined team-based fundamental research process that seeks to invest in growth companies.

AMG Funds From This Firm

MOBAX

Montag & Caldwell Balanced Fund

The Fund seeks long-term total return by investing in a portfolio of equity, fixed income and short-term securities.

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MCGIX

Montag & Caldwell Growth Fund

The Fund seeks long-term capital appreciation and current income by investing in the stocks and convertible securities of growth-oriented companies.

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AMCMX

Montag & Caldwell Mid Cap Growth Fund

The Fund seeks to provide long-term capital appreciation and current income by investing in the stocks and convertible securities of mid cap companies.

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Approach & Philosophy

Philosophy and Approach

Our Philosophy

Montag & Caldwell believes that good investment returns are derived from the competent, disciplined, fundamental analysis of individual securities, performed by experienced professionals operating as a team. As long-term investors, the firm focuses on identifying high-quality growth opportunities.

Our Approach

Montag & Caldwell's investment approach focuses on capturing potential for upside while reducing downside risk.

  • Identifying opportunities:
    Investment decisions are driven by bottom-up analysis in which the firm inter-relates price with earnings momentum. The investment strategies use a present valuation model in which the current price of the stock is related to the risk adjusted present value of Montag & Caldwell's estimate of the company’s future earnings stream.
  • Managing risk:
    Montag & Caldwell seeks to control risk by placing an emphasis on investing at the right price, using conservative growth assumptions and implementing a strong sell discipline.

Fund Managers

Fund Managers

Ronald E. Canakaris, CFA, CIC

Chairman and Chief Investment Officer

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Helen M. Donahue, CFA

Vice President and Portfolio Manager

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Andrew W. Jung, CFA

Senior Vice President and Co-Director of Research

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M. Scott Thompson, CFA

Senior Vice President and Co-Director of Research

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