MONTAG A & ASSOCIATES Overview

Montag A & Associates Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 21 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 786MM in positions, representing 57% of the manager's regulatory AUM.

MONTAG A & ASSOCIATES StockAlpha

+0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MONTAG A & ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 7.79% ETF 3.84% 0% 0 29%
MDY 5.21% ETF 8.3% 0.23% 0 10%
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FEATURED IN
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MONTAG A & ASSOCIATES Founders and Key Employees

Name Title In Position Since
Louis A. Montag Treasurer January-2009
Ruth E. Montag Secretary September-1993
Edward A. Montag Chief Executive Officer/Chief Compliance Officer January-2009
John L. Montag President & Chief Investment Officer January-2009

MONTAG A & ASSOCIATES Brokers, Custodians, Auditors and Administrators

Type Company

MONTAG A & ASSOCIATES Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
In accordance with the Investment Objectives, Montag generally selects individual common stocks, mutual funds, ETFs (Exchange Traded Funds) and various taxable and tax-exempt fixed income investments.

In making selections of individual stocks for client portfolios, Montag may use a variety of methods of analysis, primarily fundamental and technical analysis.

Fundamental Analysis – involves review of the business and financial information about an issuer such as an initial and ongoing review of the management, products, marketing effort, internal organization, financial structure and industry and competitive environment in which the company operates. Analysis of such items is systematically applied to alternative companies and industries, with a heavy emphasis on quantitative methods.

Without limitation, the following factors gen...
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MONTAG A & ASSOCIATES Portfolio Concentration

MONTAG A & ASSOCIATES Location

133 PEACHTREE STREET
2500 GEORGIA PACIFIC CENTER
ATLANTA, Georgia
UNITED STATES, 30303

MONTAG A & ASSOCIATES Contact Information

Phone Number: 404-522-5774
Fax Number: 404-525-3287
Website:

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