Large Cap Growth

Style:  Large Cap Growth

Inception: 1/1/1985

Benchmark:  Russell 1000 Growth Index / S&P 500

Market Cap: Minimum ≥ $5 Billion

Concentrated: Target Number of Holdings 35-45

Diversification Targets: 5% maximum individual security weight, 15% maximum exposure to a particular industry, 30% maximum exposure to an individual sector

Low Turnover:  25 to 50% annually

Fully Invested:  Average cash allocation of 1 to 5%

 

  • We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
  • Our firm’s experience, research efforts, and understanding of a company's earnings profile provide us with a competitive edge.
  • Our internal fundamental, bottom-up research give us an analytical advantage in identifying growth stocks with a proper valuation.
  • We seek to generate the majority of our outperformance from stock selection by constructing a high conviction portfolio with a lower realized volatility over time.

 

 

Investment Policy Committee

 

Dan Lagan, CFA Committee Chair

Matt Lagan, CFA Committee Co-Chair

John O'Reilly, CFA

Martine Elie, CFA

Lanny Thorndike

Nancy Huynh

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

Privacy Policy

© Congress Asset Management Company 2020