Small Cap Growth
Key Investment Tenets
Strategy Highlights
Style: Small Cap Growth
Inception: 7/1/2013
Benchmark: Russell 200 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 5%
Investment Policy Committee
Gregg O'Keefe, CFA Committee Chair
Amy Noyes, CFA
John Fitzgerald, CFA
Noel Blair, CFA
Eric Meyers, CFA
key documents
Small Cap Growth Strategy Card
Small Cap Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300