Congress Small Cap Growth Fund Institutional Class(CSMCX)

美國基金

從投資組合中新增/移除新增至觀察名單

47.49 -0.64 -1.33%

15/11 - 關閉. USD 貨幣

種類: 基金

市場: 美國

發行者: Congress

資產類別: 股票

晨星評級:
總資產: 1.17B

CSMCX綜觀

你可在本頁找到深入的Congress Small Cap Growth Fund Institutional Class公司檔案，包括CSMCX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Small Growth

總資產

1.17B

費用

基金成立

36503

聯絡資訊

地址 2 Seaport Lane
Boston,MA 2210
United States

電話 1-888-688-1299

網絡 www.congressasset.com/funds

主要管理層

名稱	主旨	成立於	直至
Gregg A. O’Keefe	Executive Vice President, Portfolio Manager	2017	now
自傳	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
自傳	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
自傳	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
自傳	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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