by Olga Lee, MONTAG Portfolio Manager   At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More

By John Montag, President, Chief Investment Officer, & Portfolio Manager Assume you habitually consume soda (in Atlanta this is likely a red can…) or another beverage of choice, picking up a six-pack weekly at the grocery market.  Historically you have … Read More

BY BRENDAN WAGNER, Portfolio Manager I was recently at Six Flags® with my six-year-old daughter.  She was over the moon excited to go on her first big rollercoaster.  We entered the park and headed for the Twisted Cyclone.  The ride … Read More

BY BRENDAN WAGNER, Portfolio Manager A day after Walmart’s weak earnings, Target’s results sent a shudder through the markets Wednesday 5/18, with the S&P500 off 4% and flirting with a bear market.  Inflation headwinds have been discussed for months, but … Read More

By OLGA LEE, CFA In light of the recent market volatility, we thought it would be worthwhile to remind investors that it is important to focus on the long-term when investing in the equity markets. No one likes to see … Read More

BY KENT SHAW, CFA In our prior posts on acquisitions, we looked at roll-ups and pre-paid R&D. For our final installment of the series we will review what I describe as a “Hub and Spoke” acquisition. This is somewhat similar … Read More

BY KENT SHAW, CFA In our last blog post on acquisitions, we reviewed what is often referred to as a “roll-up”. Roll-ups occur in many different types of industries and occur when a larger company acquires smaller companies with a … Read More

BY KENT SHAW, CFA In the later stages of a bull market, acquisitions tend to increase in size and number. Many companies are more profitable as the economy has been growing for several years and they are flush with cash … Read More

BY RANDY LOVING, CFA Companies got very creative during the pandemic at using technology – usually a well-designed app – to keep people buying their product whether they were selling chicken wings or used cars.  The last 18 months have … Read More

BY KENT SHAW, CFA Here’s an interesting topic for everyone: diversity and crowd sourcing. Diversity is a word often thrown about in terms of public policy and the need for representation from various ethnic and other groups in society. While … Read More