Congress Asset Management Co. LLP

Congress Asset Management Co. LLP

Congress Asset Management Co. LLP

Overview
Date Founded

1985

Headquarters

2 SEAPORT LANE, BOSTON, MA, 02210

Type of Company

Private

Employees (Worldwide)

55

Industries

Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

Congress Asset Management is a growth equity investment manager that provides investment management and advisory services for small-cap value and fixed income and balanced portfolios. The firm’s equity strategy employs a view that superior long-term performance of a company’s stock price is a result of consistent earnings growth and cash flow. Stock selection is primarily based on a research-driven bottom-up approach, and implemented using a congressional approach, where each investment strategy is governed by an investment product committee (IPC). Their fixed income investments strive for preservation of capital, consistent income, and alpha generation through a diversified portfolio of investment grade government, corporate, and securitized bonds. They utilize both top-down and bottom-up analysis.

Contact Data
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Executives & Employees

Chief Executive Officer & Chief Investment Officer

Chief Compliance Officer

Senior Vice President, Head of Distribution

Executive Vice President & Director of Fixed Income

Executive Vice President, Portfolio Manager

Portfolio Manager

Vice President, Portfolio Manager

Vice President

Director of Research

Managing Director

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Recent Transactions
Details Hidden

Lagan Holding Co. Trust, Congress Asset Management Co. LLP purchase Century Capital Management LLC

Transaction Advisors
Investment Advisor

Advised onCongress Asset Management Co. LLP purchases Prelude Asset Management LLC

Clients

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS OF THE HAWAII STATE TEACHERS ASSOCIATION.

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

THE PLAN PROVIDES HEALTH BENEFITS TO ELIGIBILE PARTICIPANTS BENEFITS INCLUDE HOSPITALIZATION, SURGICAL, MAJOR MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS AND LIFE INSURANCE.

Non-Profit Donations & Grants
$1,000 - $2,499
2017
$1,000 - $2,499
2015
$2,500 - $4,999
2014
Political Donations
$100
2002
$100
2001
Investors
Details Hidden

Managing Director of Europe, the Middle East & Africa at Yext, Inc.

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