CONGRESS SMID GROWTH ETF
The Congress SMid Growth ETF (CSMD) seeks long-term capital appreciation by investing in an actively managed, diversified portfolio of primarily small and mid capitalization stocks that have the potential for above-average long-term earnings and/or cash flow growth.
CONGRESS LARGE CAP GROWTH ETF
The Congress Large Cap Growth ETF (CAML) seeks long-term capital appreciation by investing in an actively managed, diversified portfolio of large capitalization stocks that have the potential for above-average long-term earnings and/or cash flow growth.
KEY INVESTMENT TENETS
- Positive revenue and earnings growth
- Strong competitive position in stable, expanding industry
- Positive earnings
- Free cash flow positive
- Established profit margins
- Management focused on core business and aligned with stakeholders’ interests
- Prudent use of debt and leverage
- Evaluate relative to history, peers, and economic conditions
- Private, family-owned, boutique asset manager founded in 1985 headquartered in Boston, MA
- 60+ Employees
- $20.7bn in assets under advisement for institutional, intermediary, and high net worth clients as of 12/31/2023
- Incentives aligned with client interests
- Compensation tied to firm and strategy performance
Average years of investment experience for our Portfolio Managers
Average years of tenure for our Portfolio Managers at Congress Asset Management
Before investing, carefully consider the Congress Asset ETFs investment objectives, risks, charges and expenses. This and other specific information about Congress Asset Management is contained in the prospectus and a summary prospectus, which may be obtained by clicking here. Read the prospectus carefully before you invest.
An investment in Congress Asset is subject to numerous risks, including possible loss of principal. The ETFs are subject to the following principal risks: Authorized Participants, Market Makers, and Liquidity Providers Concentration Risk associated with ETFs; Equity Market Risk; Management Risk; Market Capitalization Risk (Large Cap; Mid Cap, SmallCap Stock); Market Risk; New Fund Risk: The Fund is a recently organized, non-diversified management investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision.
Individual investors should contact their financial advisor or broker dealer representative for more information on Congress Asset ETFs.
Investment Products and Services are: Not FDIC INSURED / May lose value / No bank guarantee.
All registered investment companies, including Congress Asset Management, are obliged to distribute portfolio gains to shareholders at year-end regardless of performance.Trading in Congress Asset ETFs will also generate tax consequences and transaction expenses. The information provided is not intended to be tax advice. Tax consequences ofdividend distributions may vary by individual taxpayer.
Congress Asset ETFs are bought and sold through exchange trading at market price, not Net Asset Value (NAV), and are not individually redeemed from the fund. Shares maytrade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.
Congress Asset ETFs (the “Funds”) are registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and are distributed by Quasar Distributors, LLC, member FINRA.
Congress Asset Management Company, LLP, not an affiliate of Quasar Distributors, LLC, is the investment advisor to the Funds and receives a fee from the Funds for its services.
Congress Asset ETFs are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy nor an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.