Multi-Cap Growth

highlights

Philosophy

process

 

Style:  All Cap Growth

Inception:  7/1/2003

Benchmark:  Russell 3000 Growth Index

Concentrated: Target Number of Holdings 50 to 60

Diversification Targets:  5% maximum exposure to a particular security & 15% 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

 

 

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

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