Chris Lagan and Todd Solomon discuss Congress Asset Management Company, which is a family-run boutique firm. According to Mr. Lagan, being an independent organization is beneficial for investors because the firm answers to its clients and holds its clients’ investment objectives as the primary concern. Mr. Lagan and Mr. Solomon are growth investors who look for consistent earnings growth. They also focus on downside risks and the preservation of capital. In addition, Mr. Lagan and Mr. Solomon analyze if a company generates significant free cash flow and if it deploys it to the benefit of shareholders. While they do look at some quantitative measures, overall, a company’s management team has to have a clearly articulated growth strategy.
Full interview available here.
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