Multi-Cap Growth
Key Investment Tenets
Strategy Highlights
Style: All Cap Growth
Inception: 7/1/2003
Benchmark: S&P 1500 Index
Concentrated: Target Number of Holdings 50-60
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 5%
Investment Policy Committee
John O'Reilly, CFA Committee Chair
Dan Lagan, CFA
Todd Solomon, CFA
Nancy Huynh
Bob Schrock, CFA
key documents
Multi-Cap Growth Strategy Card
Multi-Cap Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300