词条 | Draft:Congressasset |
释义 |
Congress Asset Management Company, LLP is an asset management arm of Lagan Holding Company Inc. The firm primarily provides its services to individuals, typically high net worth individuals. It also caters to banking or thrift institutions, pension and profit sharing plans, charitable organizations, corporations, state or municipal government entities, investment companies, religious institutions, public funds, unions, public interest groups, municipalities, and Taft-Hartley plans. The firm manages equity, fixed income, and balanced portfolios. It invests in the public equity, fixed income, and private equity markets of the United States. For its equity investments, the firm invests in stocks of companies across all market capitalization. Its fixed income investments are diversified amongst government securities, agency bills, corporate bonds, supranational bonds; and treasury, agency, corporate securitized notes and bonds. The firm employs fundamental analysis with bottom-up approach focusing on factors such as strong balance sheet, high ROE, revenue growth, and strong cash flows. It benchmarks the performance of its portfolios against the S&P 500 Index, Russell Mid Cap Growth Index, the Russell 3000 Growth Index, the Russell 3000 Index, Barclays Capital Intermediate U S Government Credit Index, Barclays 1-5 Year Government Credit A+ Index, Barclays Intermediate Credit Index, Barclays U.S. Aggregate Index, and Barclays U.S. Long Credit Index. The firm also makes direct and private equity fund investments. Congress Asset Management Company, LLP was founded on January 1, 1985 and is based in Boston, Massachusetts. Referenceshttps://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=5103085 http://www.managerreview.com/su_companydetails.php?iCompanyId=1930 http://www.symmetric.io/hedge-fund/CONGRESS-ASSET-MANAGEMENT-COMPANY-RATING.html https://www.prweb.com/releases/2017/03/prweb14194202.htm https://www.thinkadvisor.com/2017/03/31/congress-asset-management-to-acquire-centurys-inve/?slreturn=20190111142414 https://www.investmentnews.com/article/20100318/FREE/100319830/congress-asset-management-buys-mass-firm-prelude https://www.twst.com/interview/alfred-lagan-congress-asset-management-company https://www.metrowestdailynews.com/x721123046/Lagan-Tax-policy-is-key-to-recovery-not-more-government-stimulus https://adviserinfo.sec.gov/Firm/105161 |
随便看 |
|
开放百科全书收录14589846条英语、德语、日语等多语种百科知识,基本涵盖了大多数领域的百科知识,是一部内容自由、开放的电子版国际百科全书。