Small Cap Growth





Style:  Small Cap Growth

Inception: 7/1/2013

Benchmark:  Russell 2000 Growth Index

Market Cap at Initial Purchase:  $300 million - $4 billion

Concentrated: Target Number of Holdings  35 to 45

Diversification Targets: 5% maximum exposure to a particular security & 15% maximum initial commitment to a particular industry, in general

Low Turnover: 25 to 50% annually

Fully Invested: Average cash allocation of 1 to 5%


  • We believe that long term superior stock performance is generated by companies consistently growing earnings and free cash flow.
  • Our firm’s experience, research efforts, and understanding of a company's earnings profile provide us with a competitive edge.
  • Our internal fundamental, bottom-up research give us an analytical advantage in identifying growth stocks with a proper valuation.
  • We seek to generate the majority of our outperformance from stock selection by constructing a high conviction portfolio with a lower realized volatility over time.


Investment Policy Committee


Gregg O'Keefe, CFA Committee Chair

John Fitzgerald, CFA

Amy Noyes, CFA

Noel Blair, CFA

Sri Gullapalli, CFA


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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