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Congress Small Cap Growth Fund Institutional Class (CSMCX)
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15/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.17B
Century Small Cap Select Instl
47.49
-0.64
-1.33%
- Overview
- Profile
- Historical Data
- Holdings
CSMCX Overview
On this page you'll find an in-depth profile of Congress Small Cap Growth Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CSMCX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small‑capitalization companies. The advisor defines small‑capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Contact Information
Address
2 Seaport Lane
Boston,MA 2210
United States
Boston,MA 2210
United States
Phone
1-888-688-1299
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregg A. O’Keefe | Executive Vice President, Portfolio Manager | 2017 | Now |
| Biography | Mr. O’Keefe is a Chartered Financial Analyst charter holder, serves as Executive Vice President of and as a Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress in 1986, Mr. O’Keefe served as an Analyst for Trustee & Investors Co., Inc. Mr. O’Keefe holds a Bachelor of Science in Business Administration degree in Accounting from Boston University and a Master of Business Administration degree in Finance from Boston College. | ||
| Alexander L. Thorndike | Executive Vice President | 1999 | 2020 |
| Biography | Alexander L. Thorndike serves as Executive Vice President, Managing Director and as a Portfolio Manager for Congress Asset Management Company, LLP. Mr. Thorndike is a member of the Advisor’s Investment Policy Committee for the Small Cap Growth Strategy (the “Committee”). The Committee consists of the portfolio managers and research analysts and is responsible for the selection and disposition of the Fund’s portfolio holdings. Prior to joining Congress Asset Management Company in 2017, Mr. Thorndike was a Managing Partner of Century Capital Management, LLC. He worked in investment management since 1988, has managed investment portfolios for Century Capital since 1999. Prior to that, he was an equity analyst at William Blair & Co., LLC and an Investment Analyst/Portfolio Manager at CC&F Asset Mgmt. He has more than 26 years of equity research and portfolio management experience. Mr. Thorndike holds a Bachelor of Arts in English Literature Degree from Harvard University and a Master of Business Administration degree from Northwestern University’s Kellogg Graduate School of Management. | ||
| Kevin W. Callahan | co-Portfolio Manager, Director | 2001 | 2015 |
| Biography | Mr. Callahan has been a portfolio manager since joining Century Capital in 2001, and has years of equity research and portfolio management experience. | ||
| Allan W. Fulkerson | chair, managing trustee | 1999 | 2002 |
| Biography | Fulkerson, chairman of Century Shares Trust is president and chief executive officer of Century Capital Management. He joined the Trust in 1966 and became chair and managing trustee of the fund in 1976. Fulkerson has held directorships in a wide range of insurance and related risk management enterprises. Currently, his directorships include HCC Insurance Holdings, Mutual Risk Management, and Wellington Underwriting. | ||
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