Dividend Growth

Equity Strategies

Large Cap Growth

Mid Cap Growth

SMid Growth

Small Cap Growth

Dividend Growth

Multi-Cap Growth

SMid Core Opportunity

Small Cap Value





Style:  Large Cap Growth

Inception:  10/31/2010

Benchmark:  S&P 500

Concentrated: Target Number of Holdings 40-45

Diversification Targets: 5% maximum security weight & 25% maximum exposure to a particular industry, in general

Low Turnover: 15 to 25% annually

Fully Invested: Average cash allocation of 1 to 2%




  • Successful dividend growth strategies hold attractive characteristics for the serious long term investor, including the potential to provide a margin of safety in down markets. Our analysts strive to identify high quality companies with the financial strength, growth prospects, pricing flexibility, and management commitment, to continue a policy of annual dividend increases.



Investment Policy Committee


Martine Elie, CFA Committee Chair

Dan Lagan, CFA

Ryan Tumbry, CFA


Congress Asset Management

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Boston, MA 02210


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