Our experience shows that partnering with top tier management teams that focus on growing earnings through top and bottom line improvements of underlying operating companies leads to superior returns.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
January 1, 1998 |
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Category: |
Private Equity |
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Commitments in Strategy: |
$1.1 Billion |
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Avg. Number of Positions: |
35-45 |
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Committee Chair: |
Christopher M. Lagan, CFA |
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Discretionary Portfolio Construction:
- Congress uses its over 100 years of combined Private Equity experience to source, perform diligence, monitor and construct a diverse Private Equity portfolio.
- Cost effective: Straight management fee, no carry or promote
- Flexible: Annual commitment amounts allow for flexibility to adjust commitment amounts as allocations warrant
- Diversified Private Equity portfolios customized to meet each investors needs
- Full portfolio accounting and reporting capabilities to monitor cash flows, net and gross returns, partnership and company level investment information
Non-Discretionary Portfolio Construction:
- Source, perform diligence, monitor and recommend invest in diverse Private Equity funds on a non discretionary basis
- Issue Investment Memorandum & present for Trustees to make informed decisions
- Diversified Private Equity portfolios customized to meet each investors needs
- Full portfolio accounting and reporting capabilities
Monitoring & Reporting Services:
- Congress Asset Management acts as Fiduciary (QPAM) in overseeing and managing both new and existing Private Equity commitments
- Perform full due diligence as if making new commitments
- Recommend and advise on course of action
- Full portfolio accounting and reporting capabilities
- Provide education or training sessions to Trustees and opine on topical areas of exposure
