Gregg Andrew O'Keefe

Membre du Comité d'Investissement chez

Congress Asset Management Co. LLP

66 ans

Consumer Services

Finance

Profil

Mr. Gregg A. O'Keefe, CFA MBA, is an Executive Vice President & Portfolio Manager at Congress Asset Management Co. LLP.
He has held numerous positions during his time with the firm, in addition to his primary role as Portfolio Manager.
Currently, he is a member of the firm's Management Committee, which is responsible for setting strategic direction for the organization, a member of the Investment Oversight Committee, which provides governance and oversight on all of the company’s investment products.
Also, he chairs the Small Cap Growth Investment Committee, and is a member of the Mid Cap Growth Investment Committee.
He received his BSBA from Boston University and an MBA from Boston College.
He is a CFA charter holder, and member of the Boston Security Analysts Society.

Postes actifs de Gregg Andrew O'Keefe

Sociétés	Poste	Début
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance.	Membre du Comité d'Investissement	01/05/1986

Tous les postes actifs de Gregg Andrew O'Keefe

Formation de Gregg Andrew O'Keefe

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Gregg Andrew O'Keefe

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	3
Congress Asset Management Co. LLP Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset is a boutique asset manager focused on high quality equity and fixed income investing with a specialty in growth equities. The firm constructs high quality, high conviction, and high active share portfolios managed through a risk lens. They accomplish this through a disciplined, low turnover approach which emphasizes growth, profitability, franchise, and valuation. Congress Asset seeks to invest in companies with positive earnings growth, strong revenues, positive free cash flow, and sustainable margins, who demonstrate prudent use of leverage with shareholder conscious management teams. Their investment philosophy is to evaluate potential return per unit of risk using fundamental and relative valuations that employ a combination of top down and bottom-up techniques to deliver a consistent pattern of relative returns with minimal periods of underperformance.	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services