Small Cap Growth

Equity Strategies

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SMid Growth

Small Cap Growth

Dividend Growth

Multi-Cap Growth

SMid Core Opportunity

Small Cap Value





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 & 25% 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

Eric Meyers, CFA


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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