MONTAG & CALDWELL US EQUITY LARGE CAP GROWTH - Fund overview

Portfolio

• Asset Allocation
• Equity Geographic
• Equity Capitalisation

Allocation		Proportion
	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	–

Allocation		Proportion
	UK	–
	Europe	–
	Nth America	100%
	Japan	–
	Pacific	–
	Other Equity	–

Allocation		Proportion
	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for MONTAG & CALDWELL US EQUITY LARGE CAP GROWTH

Investment process

Montag & Caldwell US Equity Large Cap Growth Fund ("Fund") is an actively managed Dublin-domiciled UCITS Fund. The Fund applies a bottom-up stock selection approach with a focus on quality, sustainable earnings and valuation. The Fund aims to outperform the U.S. markets of companies of large capitalizations, as measured against the Russell 1000 Growth Index. The Fund will maintain an adequate spread of risk, through exposure to shares, convertible instruments such as convertible bonds (not exceeding 25% of the net assets of the Fund) and securities of companies through the capitalization range without any sectoral bias.
The Dublin based UCITS is managed in parallel with Montag’s flagship large cap growth strategy in the US which has a 26 year track record. Prior to the fund launch in 2008 the strategy was previously available to European investors as Montag were the sub-advisor to the ABN AMRO US Equity Growth fund. David Watson was the Portfolio Manager of that fund and is the lead manager of the Dublin Based UCITS.