Investment Overview

The investment team applies a fundamental approach to investing, primarily in established large-cap growth stocks with a history of sustained earnings growth at a favorable price.
 

Investment Philosophy

Atlanta Capital believes companies with a demonstrated history of consistent growth and stability in earnings provide attractive returns with moderate risk over the long-term.
 

Process

The team's investment process is driven by fundamental, bottom-up research.
It seeks to identify high quality companies that are trading at attractive valuations.
Ongoing research is focused on reconfirming the durability of a company's business model and competitive advantages and on assessing the impact of any company announcements to the long-term investment thesis and/or valuation.
 

Portfolio Construction

Portfolio typically holds 20-30 stocks
Max individual position size is 10% of the total portfolio
The team constrains cash to 5% and ADRs to 10% of the total portfolio

Investment Team

Joe Hudepohl, CFA

Portfolio Manager

24 years of industry experience

6 years at Eaton Vance

BA, Stanford University


Rob Walton, CFA

Portfolio Manager

27 years of industry experience

22 years at Eaton Vance

BA, Colgate University

MBA, Emory University


Lance Garrison, CFA

Portfolio Manager

21 years of industry experience

14 years at Eaton Vance

B.S., University of Florida

MBA, Northwestern University


Jeff Miller, CFA

Portfolio Manager

25 years of industry experience

7 years at Eaton Vance

BBA, Southern Methodist University

MBA, Loyola University


 

Benchmark

Russell 1000® Growth Index