History of Atlanta Capital
Founded in 1969, Atlanta Capital has proudly stuck to our Georgia roots, operating with an entrepreneurial spirit to stay at the forefront of high quality investing — throughout our growth and evolution as a company.
2021
Atlanta Capital becomes part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
2019
Atlanta Capital celebrates 50-year anniversary.
2018
2018 signals the beginning of a new chapter for us as we approach our 50th anniversary and what lies ahead. To mark this milestone in our history, we’ve re-launched our brand identity with a fresh look to help us continue to connect with our clients for years to come.
2012
Eaton Vance hires Atlanta Capital as the sole sub-advisor to the Eaton Vance Atlanta Capital Select Equity Fund.
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.
2009
Atlanta Capital celebrates 40-year anniversary.
2006
The High Quality Focused Growth discipline is launched as a best ideas large cap growth portfolio, while the High Quality Select Equity strategy is added as a multi-cap core portfolio.
2005
Atlanta Capital reconfirms previous studies demonstrating that high quality stocks generate attractive long-term risk-adjusted returns.
2004
The High Quality SMID Cap strategy is added to the core equity line-up.
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).
2001
Atlanta Capital sells a majority interest to Eaton Vance Corporation, diversifying its business into mutual funds and managed accounts.
1999
Two additional High Quality Short Duration strategies are launched as customized investment solutions for operating, and health and welfare funds.
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.
1993
The High Quality Premier strategy is added to the fixed income line-up.
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.
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.
1970s
Atlanta Capital’s investment philosophy is established. We begin 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.
1969
Founded in Atlanta, Georgia (and incorporated in 1971).
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