CONGRESS ASSET Overview

Congress Asset Management Company is an investment advisor that manages 7.4 BN dollars in regulatory AUM and has 52 employees, of which 26 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/02 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 61% of the manager's regulatory AUM.

CONGRESS ASSET StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CONGRESS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JBHT 1.95% Industrials 22.7% 0.28% 1 8%
AAPL 1.71% Tech 1.31% -0.01% 0 42%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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CONGRESS ASSET Founders and Key Employees

Name Title In Position Since
Daniel A. Lagan President January-1998
Christopher M. Lagan Managing Director January-1998
Matthew T. Lagan Vice President - Senior Research Analyst & Portfolio Manager January-2003
Fred H. Wofford Chief Compliance Officer December-2014

CONGRESS ASSET Brokers, Custodians, Auditors and Administrators

Type Company

CONGRESS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Overview - Equities

Congress Asset employs a view that superior long-term performance of a company’s stock price is generated by companies which consistently grow earnings and cash flow. Stock selection is primarily based on a research-driven bottom up approach, balanced by a congressional approach, where each investment strategy is governed by an investment product committee (“IPC”). The IPC is where research and recommendations are reviewed, debated and decided upon. Each of Congress Asset’s IPC’s contain at least one representative from the Firm’s Investment Oversight Committee (“IOC”). The IOC is responsible for oversight of all investment activity and for the Firm’s general investment policies.

Congress Asset uses many research techniques which may be summarized as follows:

Idea Generation: Congress Asset exercises continuous and proac...
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CONGRESS ASSET Portfolio Concentration

CONGRESS ASSET Location

2 SEAPORT LANE
BOSTON, Massachusetts
UNITED STATES, 02210-2001

CONGRESS ASSET Contact Information

Phone Number: 617-737-1566
Fax Number: 617-737-4333
Website:

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