Congress Asset Management Company

Location:

2 Seaport Lane 5th FloorBostonMassachusetts02210United States View Map

Revenue:

$25 Million

Employees:

125

SIC Codes:

6211

Phone:

(617) 428-4300

Fax:

(617) 737-4333
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Description:

Congress Asset Management has partnered1 with Newfound Research, LLC ("Newfound") to develop the Risk Managed Series™, a suite of investment strategies that utilize an institutional-quality asset allocation framework that focuses on risk allocation, combined with an efficient tactical overlay, seeking to maximize upside capture while avoiding large portfolio losses. Newfound is not affiliated with Congress Asset Management. Founded in 1985, Congress Asset Management Company currently manages more than $7.0 billion in assets. Their investment team includes 24 CFA's on staff. With experience centered on security selection and efficiency of returns, the firm focuses on diversified portfolios for institutions and high net worth individuals, encompassing equity, fixed income, and private equity disciplines. The Risk Managed Assets strategy provides exposure to the global markets primarily through liquid exchange traded funds ("ETFs"). The strategy aims to protect capital by removing risky exposures and eventually building a cash2 position during severe market events, with an upside capture ratio that can support holding the product even during multi-year bull markets. The Risk Managed Satellites strategy provides exposure to the global markets primarily through liquid exchange traded funds ("ETFs"). The strategy aims to protect capital by removing risky exposures and eventually building a cash2 position during severe market events, with an upside capture ratio that can support holding the product even during multi-year bull markets. The goals are to provide; significant "non-traditional" exposure diversification, low correlation to core global equities, lower beta than core global equities, ability to outperform core global equities, significant opportunity for downside protection, thoughtful diversification of total returns between capital appreciation and current income, and higher yields than core equities and "traditional" fixed income.

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