Atlanta Capital Investment Managers
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  • The High Quality Advantage
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    Atlanta Capital
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HISTORY OF ATLANTA CAPITAL

1969  Founded in Atlanta, Georgia (and incorporated in 1971).
1970s
The basis of the firm's investment philosophy is established. Atlanta Capital begins specializing in stocks with demonstrated histories of consistent growth and stability in earnings, and bonds with stable and predictable cash flows, and low credit and event risk.
1980s Atlanta Capital publishes academic research in The Journal of Financial Research and The Journal of Portfolio Management showing that S&P Quality Rankings are closely related to risk and return.
1992  Large cap growth, small cap and fixed income strategies are introduced, including the High Quality Growth Plus, High Quality Small Cap, High Quality Short Duration (1 – 3 year), and High Quality Intermediate disciplines.
1993 The High Quality Broad Market strategy is added to the fixed income line-up.
1998 Calvert Investments hires Atlanta Capital as the sole sub-advisor to the Calvert Equity Portfolio, recognizing the close relationship between high quality companies and various environmental, social and governance criteria.
1999 Two additional High Quality Short Duration (0 – 2 / 0 – 5 year) strategies are launched as customized investment solutions for operating, and health and welfare funds.
2001  Atlanta Capital sells a majority interest to Eaton Vance Corporation diversifying its business into mutual funds and managed accounts.
2002  Eaton Vance hires Atlanta Capital as the sole sub-advisor to the Eaton Vance – Atlanta Capital Small Cap Fund (predecessor to the current SMID Cap Fund) and the Eaton Vance – Atlanta Capital Large Cap Growth Fund (predecessor to the current Focused Growth Fund).
2004  The High Quality SMID Cap strategy is added to the core equity line-up.
2005  Atlanta Capital reconfirms previous studies demonstrating that high quality stocks generate superior long-term risk-adjusted returns.
2006  The High Quality Focused Growth discipline is launched as a best ideas large cap growth portfolio, while the High Quality Opportunistic strategy is added as a multi-cap core portfolio.
2009  Atlanta Capital celebrates 40-year anniversary.
2010  Atlanta Capital publishes research showing that a strategic allocation to high quality, in addition to large and small cap, and growth and value stocks, dampens volatility and enhances return.
2012  Eaton Vance hires Atlanta Capital as the sole sub-advisor to the Eaton Vance - Atlanta Capital Select Equity Fund.
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Featured Research

Quality: The Third Dimension

The 3rd Dimension

  • Atlanta Capital's research indicates that a strategic allocation to high quality, in addition to large and small cap, and growth and value stocks, dampens volatility and enhances return.
  
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