Inception Date: July 1, 1989
Strategy AUM: $1,234 million as of August 31, 2023
Status: Open to new investors
Since 1989, Westfield’s All Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of companies across the capitalization spectrum within the capitalization range of its benchmark, the Russell 3000® Growth Index. In constructing client portfolios, our team endeavors to identify 40 to 65 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.
The All Cap Growth Equity strategy is offered through a separate account, a sub-advised mutual fund vehicle, and a Commingled Investment Trust (CIT).
Preliminary Rates of Return (%) – Periods Ending August 31, 2023
Past performance is not indicative of future results - Please click here for GIPS® Compliant Presentation. Returns are annualized for periods greater than one year.