Large Cap Growth
Key Investment Tenets
Strategy Highlights
Style: Large Cap Growth
Inception: 1/1/1985
Benchmark: Russell 1000 Growth Index / S&P 500
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
Matt Lagan, CFA Committee Chair
Dan Lagan, CFA Committee Co-Chair
John O'Reilly, CFA
Martine Elie, CFA
Nancy Huynh
key documents
Large Cap Growth Strategy Card
Large Cap Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300