SMid Growth





Style:  Small/Mid Growth

Inception:  4/1/2017

Benchmark: Russell 2500 Growth Index

Concentrated: Target Number of Holdings  40 to 50

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

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

Nancy Huynh Co-Chair

Matt Lagan, CFA

Ryan Tumbry, CFA

Nicholas Koup, CFA

Zach Zeller, CFA


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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Nancy Huynh