INVESTMENT STRATEGIES

Atlanta Capital operates as an investment boutique with three investment teams leveraging a central investment philosophy. Our growth equity, core equity and fixed income teams offer both institutional and individual investors a broad range of high quality stock and bond portfolios. We believe the longevity of our track records, some spanning over 18 years, is testament to our success in meeting our clients’ investment objectives.

Team	Investment Strategy	History (Years)	Assets ($mm)	Primary Benchmark
Growth Equity	High Quality Growth Plus	20	$2,025	Russell 1000 Growth
	Focused Growth	5	$219	Russell 1000 Growth
	Socially Responsible	13	$2,228	S&P 500
Core Equity	High Quality Small Cap	19	$1,536	Russell 2000
	High Quality SMID Cap	7	$3,178	Russell 2500
	High Quality Opportunistic	5	$1	Russell 1000
Fixed Income	High Quality 0 - 2 Year	12	$303	T-Bill Spliced w/ ML 1 Yr Treasury
	High Quality 1 - 3 Year	20	$829	Merrill Lynch 1 – 3 Yr Government
	High Quality 1 - 5 Year	13	$343	Merrill Lynch 1 – 5 Yr Treasury
	High Quality Intermediate	20	$726	Barclays High Quality Intermediate Aggregate
	High Quality Broad Market	18	$366	Barclays Capital Aggregate

Featured Research

Consistent Growth & Stability in Earnings

Key Tenets of Our Discipline:

Above Average Earnings Growth
Below Average Earnings Volatility