Multi-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





Style:  All Cap Growth

Inception:  7/1/2003

Benchmark:  S&P 1500

Concentrated: Target Number of Holdings 50 to 60

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

Low Turnover: 25 to 35% annually

Fully Invested: Average cash allocation of 1 to 3%



  • We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
  • Our firm’s experience, extensive research efforts, and in-depth understanding of a company's earnings profile provide us with a competitive edge.
  • The combination of quantitative tools with 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 (50-60 names) with a lower realized volatility over time.



Investment Policy Committee


John O'Reilly, CFA Committee Chair

Dan Lagan, CFA

Todd Solomon, CFA

Nancy Huynh

Bob Schrock, CFA



Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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