Mid Cap Growth

Equity Strategies

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Small Cap Growth

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Multi-Cap Growth

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Small Cap Value





Style: Mid Cap Growth

Inception:  10/1/1999

Benchmark: Russell Midcap Growth Index

Concentrated: Target Number of Holdings  35-45

Diversification Targets: 5% maximum individual security weight & 25% maximum exposure to a particular industry, in general

Low Turnover: 25 to 50% annually

Fully Invested: Average cash allocation of 1 to 2%


  • 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


Todd Solomon, CFA Committee Chair

Gregg O'Keefe, CFA

Amy Noyes, CFA

John O'Reilly, CFA

Aaron Fellows, CFA


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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