Fixed Income and Balanced Strategies

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Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

© Congress Asset Management Company 2016

  • Fixed Income Strategies

    Our fixed income strategies are built upon the premise that bond portfolios should provide capital preservation and income generation. We conduct in-depth analysis of the issuers’ fundamentals, the business cycle, and, yield curve to construct an investment grade portfolio of treasury, agency, and corporate bonds. Through directly owning the fixed-income securities, the option of holding the bonds to maturity is preserved, which can secure a safe, predictable cash flow independent of market returns.

     

     

  • Core Fixed Income

    Strategy

     

    This strategy invests in a diversified portfolio of investment grade government, corporate, and securitized bonds. Investments are made with a consistent approach and adherence to sound fundamental and relative value analysis. We consider the global macroeconomic environment and control interest rate risk through management of yield curve exposure.

     

    Approach

     

    We utilize an array of proprietary analytical tools including our fundamental credit, relative valuation and pre/post-trade scenario models. We maintain <75% exposure to non-government securities to sustain sufficient liquidity.

     

    Benefit

     

    Investing in sound securities coupled with our consistent management techniques provides the foundation to build a portfolio that seeks the preservation of capital, consistent income and alpha generation.

     

    Investment Committee

    Jeff Porter CFA

    John Beaver CFA

    Brian Guild

    John Corrigan CFA

  • Intermediate Fixed Income

    Strategy

     

    This strategy invests in a diversified portfolio of investment grade government, corporate, and securitized bonds. Investments are made with a consistent approach and adherence to sound fundamental and relative value analysis. We consider the global macroeconomic environment and control interest rate risk through management of yield curve exposure.

     

    Approach

     

    We utilize an array of proprietary analytical tools including our fundamental credit, relative valuation and pre/post-trade scenario models. We maintain <75% exposure to non-government securities to sustain sufficient liquidity.

     

    Benefit

     

    Investing in sound securities coupled with our consistent management techniques provides the foundation to build a portfolio that seeks the preservation of capital, consistent income and alpha generation.

     

     

     

    Investment Committee

    Jeff Porter CFA

    John Beaver CFA

    Brian Guild

  • Short Term Fixed Income

    Strategy

     

    This strategy invests in a diversified portfolio of investment grade government, corporate, and securitized bonds. Investments are made with a consistent approach and adherence to sound fundamental and relative value analysis. We consider the global macroeconomic environment and control interest rate risk through management of yield curve exposure.

     

    Approach

     

    We utilize an array of proprietary analytical tools including our fundamental credit, relative valuation and pre/post-trade scenario models. We maintain <75% exposure to non-government securities to sustain sufficient liquidity.

     

    Benefit

     

    Investing in sound securities coupled with our consistent management techniques provides the foundation to build a portfolio that seeks the preservation of capital, consistent income and alpha generation.

     

    Investment Committee

    Jeff Porter CFA

    John Beaver CFA

    Brian Guild

  • Intermediate Credit

    Strategy

     

    This strategy invests in a diversified portfolio of investment grade government, corporate, and securitized bonds in the intermediate maturity range. Investments are made with a consistent approach and adherence to sound fundamental and relative value analysis. We consider the global macroeconomic environment and control interest rate risk through management of yield curve exposure.

     

    Approach

     

    We utilize an array of proprietary analytical tools including our fundamental credit, relative valuation and pre/post-trade scenario models. We maintain <75% exposure to non-government securities to sustain sufficient liquidity.

     

    Benefit

     

    Investing in sound securities coupled with our consistent management techniques provides the foundation to build a portfolio that seeks the preservation of capital, consistent income and alpha generation.

     

     

     

    Investment Committee

    Jeff Porter CFA

    John Beaver CFA

    Brian Guild

  • Balanced Strategies

    Balanced Strategies

    Our Balanced Strategies strive to provide income and capital growth by investing in a combination of US equities and investment grade fixed income.  Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.

  • Large Cap Balanced

    Strategy Overview

     

    Our Balanced Portfolio strives to provide both income and capital growth by investing in a mix of high quality bonds and securities. Congress Asset Management's Investment Oversight Committee (IOC) is the central decision making body responsible for determining the allocation between equities and fixed income.  Economic and market conditions are reviewed on a regular basis and adjustments are made as conditions dictate.

     

    Investment Committee

    Martine Ellie CFA

    Gregg O'Keefe CFA

    John O' Reilly CFA

    Dan Lagan CFA

    Nancy Huynh

    Matt Lagan CFA

    Jeff Porter CFA

    John Beaver CFA

    Brian Guild

  • Multi-Cap Balanced

    Strategy

     

    Our Multi-Cap Balanced Portfolio strives to provide both income and capital growth by investing in a mix of high quality bonds and securities. Congress Asset Management's  Investment Oversight Committee (IOC) is the central decision making body responsible for the overall allocation between equities and fixed income.  Economic and market conditions are reviewed on a regular basis and adjustments are made as conditions dictate.

     

    Investment Committee

    John O'Reilly CFA

    Dan Lagan CFA

    Todd Solomon CFA

  • Learn About Our Other Strategies