Asset Allocation Strategies

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Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

© Congress Asset Management Company 2016

  • Asset Allocation Strategies

    Our two Asset Allocation Strategies utilize an institutional asset allocation framework that focuses on how risk is distributed throughout a portfolio.

  • Risk Managed Assets

    Strategy

     

    The strategy invests in a portfolio of 35-45 established growth companies. Investments are predicated on a company’s future prospects rather than economic or market cycles. We value consistent profitable growth versus a growth now, profits later approach.

     

    Approach

     

    We employ a bottom up fundamental process to identify investments in companies with improving fundamentals, emphasizing earnings growth consistency, free cash flow, and solid balance sheet metrics.

     

    Benefit

     

    Investing in companies positioned for growth coupled with risk management techniques seek to provide the foundation to build a high conviction portfolio with consistent return generation and lower realized volatility.

     

    Investment Committee

    Chris Lagan CFA

    Jeff Porter CFA

  • Risk Managed Satellites

    Strategy Overview

     

    -Portfolio constructed using low cost ETFs representing 9 globally diversified non-traditional asset classes

    -Driven by a proprietary rules-based process

    -Strategically allocated into an endowment-like model based on our investment team’s collective experience building portfolios

     

    Tactically adjusted using:

    - Relative Momentum Scores applied to a rules-based model to tilt the allocation of the portfolio towards the asset classes with the strongest relative momentum

    - Absolute Momentum Signals determine whether to be fully invested, raise a cash position, or move 100% of capital to cash

     

     

     

    Investment Committee

    Chris Lagan CFA

    Jeff Porter CFA

  • Learn About Our Other Strategies