SMid Growth

highlights

Philosophy

process

 

Style:  Small/Mid Growth

Inception:  4/1/2017

Benchmark: Russell 2500 Growth Index

Concentrated: Target Number of Holdings  45 to 55

Diversification Targets: 5% maximum exposure to a particular security, 15% maximum exposure to a particular industry, 30% maximum exposure to an individual sector

Low Turnover: 25 to 50% 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, 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

 

Dan Lagan, CFA Committee Chair

Lanny Thorndike Committee Co-Chair

Nancy Huynh

Eric Meyers, CFA

Aaron Fellows, CFA

 

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

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