Mid Cap Growth

Equity Strategies

Large Cap Growth

Mid Cap Growth

SMid Growth

Small Cap Growth

Dividend Growth

Multi-Cap Growth

SMid Core Opportunity

Small Cap Value

highlights

Philosophy

process

 

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

617.428.4300

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