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Congress Smid Core Opportunity Fund Retail Class (CACOX)

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Congress All Cap Opportunity Fund Retail Class historical data, for real-time data please try another search

14.361 -0.330 -2.24%

26/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.11M

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CACOX Overview

On this page you'll find an in-depth profile of Congress Smid Core Opportunity Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of CACOX among other information.

Contact Information

Address 2 Seaport Lane
Boston,MA 2210
United States

Phone 1-888-688-1299

Web www.congressasset.com/funds

Top Executives

Name	Title	Since	Until
John M. Beaver	Portfolio Manager	2016	2018
Biography	Mr. Beaver joined Congress in 2002 and serves as a fixed income portfolio manager. Additionally, Mr. Beaver is a member of the Investment Oversight Committee, Corporate Recovery Committee and the Fixed Income Committee at Congress. Prior to joining Congress, Mr. Beaver was a Quantitative Research Associate in the Fixed Income Department at Massachusetts Financial Services of Boston. Previously, he was a Competitive Performance Analyst at Fidelity Management & Research Company. Mr. Beaver is a CFA charter holder and a member of the Boston Security Analysts Society. He has an MBA from Babson College and a BA from Colby College.
Matthew T. Lagan	Vice President	2014	2018
Biography	Mr. Lagan is a Chartered Financial Analyst charter holder. Since March 2014, Mr. Lagan has served as Vice President, Senior Research Analyst and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in January of 2003, Mr. Lagan worked for several technology companies including GiantLoop Network, NetGenesis, and Ambit Technology. Mr. Lagan holds a Bachelor of Science degree in Aviation Science from Bridgewater State and a Masters of Business Administration degree from the Michael Smurfit Graduate Business School at the University of Dublin.
Peter C. Andersen	Vice President, Senior Portfolio Manager, Member	2012	2016
Biography	Mr. Andersen currently manages portfolios for institutions and individuals. He is a member of the Investment Oversight Committee and the All Cap Opportunity Committee. He first started working with Congress Asset Management, LLP from October 2003 to October 2006 as a portfolio manager and returned to the firm in a similar role in July 2008. In his role as portfolio manager, he analyzes company's financial statements and conducts fundamental research on stocks using data and spreadsheets to form an opinion on the company's financial condition. He also chairs the All Cap Opportunity Investment Policy Committee. During is time with Dreman Value Management, he performed security research with a focus on high yield bond portfolio management. Prior to Congress Asset Management, LLP, he worked at Delaware Investments where he was a portfolio manager of high yield bond portfolios consisting of both private and public company's debt instruments. He supervised 10 analysts and 2 bond traders. Prior to Delaware Investments, he worked for Conseco Capital Management as a high yield portfolio manager.
Daniel A. Lagan	President	2012	2014
Biography	Mr. Daniel Lagan is a Chartered Financial Analyst charter holder. Since July 1999, Mr. Lagan has served as President of, and as a Portfolio Manager for Congress Asset Management Company, LLP. From August 1989 to June 1999, Mr. Lagan served as Executive Vice President and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in 1989, Mr. Lagan served as an auditor for PricewaterhouseCoopers. Mr. Lagan holds a Bachelor of Arts degree in Accounting from St. Michael’s College and a Masters of Business Administration degree in Finance from Boston College.

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