Large Cap Balanced

Key Investment Tenets

Strategy Highlights

  • Positive revenue and earnings growth
  • Strong competitive position in stable, expanding industry
  • Positive earnings
  • Free cash flow positive
  • Established profit margins
  • Management focused on core business and aligned with stakeholders’ interests
  • Prudent use of debt and leverage

Style: Balanced

Inception: 1/1/1985


Benchmark: 60% S&P 500 / 40% Bloomberg US Intermediate Govt Credit Index


Current allocation: 60% equities, 40% bonds

  • 35 to 45 equity securities per portfolio
  • Equity industry exposure not to exceed 25% and no more than 5% to any one stock, in general
  • Bonds are investment grade at purchase
  • Fully invested with a cash allocation not in excess of 5%

key documents

  • Evaluate relative to history, peers, and economic conditions

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210