Congress Asset Management

About The Fund

Congress Asset Management is a privately owned boutique asset management firm that operates out of Boston, Massachusetts, founded in 1985. They specialize in delivering durable strategies for long-term investors, focusing on quality equity and fixed income strategies across various investment vehicles and structures to meet client objectives. They manage a significant portfolio with $23.7 billion in assets under management, which includes $9.5 billion in non-discretionary or model assets. They boast a team with an average of 28 years of portfolio manager experience and an average tenure of 22 years. Their equities offerings encompass Large Cap Growth, Mid Cap Growth, Small Cap Growth, Dividend Growth, SMid Growth, Multi-Cap Growth, and Small Cap Value. In fixed income, they manage Core Fixed, Intermediate Fixed Income, Intermediate Credit, and Short Term Govt/Credit. They are also engaged in constructing balanced portfolios with Large Cap Balanced and Multi-Cap Balanced strategies. Congress Asset Management prides itself on organizational stability, emphasizing style purity and a consistent investment philosophy. They aim for long-term capital growth, reliance on quality for portfolio construction, and applying a collaborative, independent, and disciplined decision-making process. Their team comprises industry professionals who craft focused investment solutions, and they publish various insights and market reviews for clients. Congress Asset Management is committed to helping investors grow their capital over the long-term through thorough market analysis and a focus on quality investments, maintaining a stable, integrated approach with an eye toward managing client investments with skill and experience.