Small Cap Growth

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: Small Cap Growth


Inception: 7/1/2013


Benchmark: Russell 2000 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%

  • Evaluate relative to history, peers, and economic conditions

Investment Policy Committee

Gregg O'Keefe, CFA  Committee Chair

Amy Noyes, CFA

John Fitzgerald, CFA

Noel Blair, CFA

Eric Meyers, CFA

key documents

Small Cap Growth Strategy Card

Small Cap Growth Commentary

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210