SMid Growth
Key Investment Tenets
Strategy Highlights
Style: SMid Growth
Inception: 4/1/2017
Benchmark: Russell 2500 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
Nancy Huynh, Committee Chair
Dan Lagan, CFA
Matt Lagan, CFA
Nicholas Koup, CFA
Ryan Tumbry, CFA
as of 5/1/2023
key documents
SMid Growth Strategy Card
SMid Growth Commentary
Congress Asset Management
2 Seaport Lane, 5th Floor
Boston, MA 02210
617.428.4300