Research
Research Papers
Summary Attribution
General summary of the current period performance drivers.
| Research Paper | Summary | Date |
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The correction in US Equity markets continued in June as fears of an economic “double-dip” and additional global uncertainties surfaced in the minds of investors. For the quarter, The Russell Midcap Growth Index and S&P Midcap Index declined 10.2% and 9.6% respectively. The Montag & Caldwell Mid Cap Growth Representative Portfolio declined 6.35% in the second quarter, beating both Indices. |
06/30/2010 |
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The overdue stock market correction arrived in the second quarter after substantial and nearly uninterrupted gains from March, 2009 lows as fears of an economic “double-dip” and additional global uncertainties surfaced in the minds of investors. For the quarter, the Russell 1000 Growth Index and S&P 500 Index declined 11.8% and 11.4% respectively. All sectors in both indices were negative for the quarter with the economically sensitive sectors faring the worst. |
06/30/2010 |
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The correction in US Equity markets continued in June as fears of an economic “double-dip” and additional global uncertainties surfaced in the minds of investors. For the month, the Russell 1000 Growth Index and S&P 500 Index declined 5.5% and 5.2% respectively. Nearly all sectors in both indices were negative for the month with the economically sensitive sectors faring the worst. |
06/30/2010 |
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Ther correction in US Equity markets continued in June as fears of an economic “double-dip” and additional global uncertainties surfaced in the minds of investors. For the month, the Russell Midcap Growth Index and S&P Midcap Index declined 6.4% and 6.6% respectively. The Montag & Caldwell Mid Cap Growth Representative Portfolio declined 3.93% in June, beating both Indices. |
06/30/2010 |
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US Equity markets suffered a sharp correction in May as investors attempted to re-calibrate future economic and profit growth in the face of lower aggregate demand resulting from decreased spending in Europe. |
05/31/2010 |
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US Equity markets suffered a sharp correction in May as investors attempted to re-calibrate future economic and profit growth in the face of lower aggregate demand resulting from decreased spending in Europe. |
05/31/2010 |
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US Equity markets registered another gain during a volatile month as investors were buffeted not only by April showers but also a deadly offshore drilling accident and oil spill in the Gulf of Mexico and increasing fears of a sovereign default by Greece. For the month, the Russell 1000 Growth Index and the S&P 500 Index advanced 1.1% and 1.6% respectively. |
04/30/2010 |
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US Equity markets registered another gain during a volatile month as investors were buffeted not only by April showers but also a deadly offshore drilling accident and oil spill in the Gulf of Mexico and increasing fears of a sovereign default by Greece. For the month, the Russell Midcap Growth Index advanced 2.97%. |
04/30/2010 |
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After pausing in January amid concerns that Greece’s sovereign debt problems would spread to other countries, the equity markets resumed their recent upward trend. For the quarter, the Russell 1000 Growth Index advanced 4.7%, the S&P 500 Index gained 5.4%, and the Montag & Caldwell Representative Portfolio gained 3.4%. |
03/31/2010 |
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After pausing in January amid concerns that Greece’s sovereign debt problems would spread to other countries, the equity markets resumed their recent upward trend. For the quarter, the Russell Midcap Growth Index advanced 7.67% while the Montag & Caldwell Mid Cap Representative Portfolio gaine 6.31%. |
03/31/2010 |
