Montag & Caldwell uses a disciplined team-based fundamental research process that seeks to invest in growth companies.
The Fund seeks long-term capital appreciation and current income by investing in the stocks and convertible securities of growth-oriented companies.View Fund Details
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.
Montag & Caldwell's investment approach focuses on capturing potential for upside while reducing downside risk.
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