Mid Cap Growth
Key Investment Tenets
Strategy Highlights
Style: Mid Cap Growth
Inception: 10/1/1999
Benchmark: Russell Midcap Growth Index
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
Todd Solomon, CFA Committee Chair
Gregg O'Keefe, CFA
Amy Noyes, CFA
John O'Reilly, CFA
Aaron Fellows, CFA
key documents
Mid Cap Growth Strategy Card
Mid Cap Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300