Atlanta Capital Management

Overview
Meet The Team
Investment Criteria
Portfolio
Strategy

Overview

Atlanta Capital believes that you can’t deliver consistent quality without practicing it. That’s why we maintain an uncompromising approach to picking high quality investments that we trust will deliver long-term results for our clients.

We seek to invest in companies with a demonstrated history of consistent growth and stable earnings. In fixed income, we emphasize securities with stable and predictable cash flows, and low credit and event risk. We strive to provide this consistency as an asset to our clients for their investment needs. It’s part of our commitment to lasting relationships and long-term growth.

Meet The Team

Investment Criteria

Strategies

Strategy Name	Description
Atlanta Capital High Quality (AAA) Ultra-Short Securitized Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We target ultra-short securitized bonds that we believe to be of the highest quality with low credit and event risk.	Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We target ultra-short securitized bonds that we believe to be of the highest quality with low credit and event risk.
Atlanta Capital High Quality Short Duration 0-2 Year Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target ultra-short securitized bonds (0-2 years) that we believe to be of the highest quality with low credit and event risk.	Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target ultra-short securitized bonds (0-2 years) that we believe to be of the highest quality with low credit and event risk.
Atlanta Capital High Quality Short Duration 1-3 Year Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-3 years) that we believe to be of the highest quality with low credit and event risk.	Invests in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-3 years) that we believe to be of the highest quality with low credit and event risk.
Atlanta Capital High Quality Short Duration 1-5 Year Invest in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-5 years) that we believe to be of the highest quality with low credit and event risk.	Invest in high quality, low-volatility alternatives to low-yielding money market and government debentures. We primarily target short-term securitized bonds (1-5 years) that we believe to be of the highest quality with low credit and event risk.
Atlanta Capital High Quality Premier Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.	Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
Atlanta Capital High Quality Intermediate Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.	Seeks to add value through security selection, sector emphasis and yield curve management. We emphasize high quality securitized bonds due to their attractive yields and low correlation to risk assets, which help stabilize returns in a diversified portfolio.
Atlanta Capital High Quality Select Equity Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate.	Guided by a fundamental core approach that seeks to invest in mid to large-cap companies in strong financial condition with equities priced below our fair value estimate.
Atlanta Capital High Quality Small Cap Guided by a fundamental core approach that seeks to invest in small-cap companies in strong financial condition with equities priced below our fair value estimate.	Guided by a fundamental core approach that seeks to invest in small-cap companies in strong financial condition with equities priced below our fair value estimate.
Atlanta Capital High Quality Calvert Equity Guided by a large-cap growth, responsible investing discipline managed in partnership with Calvert Research and Management that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.	Guided by a large-cap growth, responsible investing discipline managed in partnership with Calvert Research and Management that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.
Atlanta Capital High Quality Focused Growth Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.	Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.
Atlanta Capital High Quality Growth Plus Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.	Guided by a conservative large-cap growth discipline that seeks to invest in companies with a demonstrated history of consistent growth and stability in earnings with equities selling below intrinsic value.
Atlanta Capital High Quality SMID Cap Guided by a fundamental core approach that seeks to invest in small to mid-cap companies in strong financial condition with equities priced below our fair value estimate.	Guided by a fundamental core approach that seeks to invest in small to mid-cap companies in strong financial condition with equities priced below our fair value estimate.

Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. All investments involve risks, including the possible loss of principal. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.