Dividend Growth
Key Investment Tenets
Strategy Highlights
Style: Large Cap Growth
Inception: 10/31/2010
Benchmark: S&P 500 Index
Concentrated: Target Number of Holdings 35-45
Diversification Targets: 5% maximum individual security weight & 25% maximum exposure to a particular industry, in general
Focus on companies with:
- Growth of dividends commensurate with earnings
- At least four dividend increases in the last 5 years
Low Turnover: 15 to 25% annually
Fully Invested: Average cash allocation of 1 to 5%
Investment Policy Committee
E. Martine Elie, CFA Committee Chair
Dan Lagan, CFA
Ryan Tumbry, CFA
key documents
Dividend Growth Strategy Card
Dividend Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300