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Disruptive Innovation

Inception Date: October 1, 2019
Strategy AUM: $2 million as of June 30, 2024
Status: Open to new investors

 

Westfield’s Disruptive Innovation strategy provides clients with exposure to a concentrated portfolio of U.S. growth stocks which we believe are best positioned to disrupt the status quo or create entirely new frontiers. Westfield’s industry expertise and deep domain knowledge across the capitalization spectrum make us uniquely capable of identifying opportunities poised for disruptive change. Rob Flores, Managing Partner and Director of Disruptive Technology & Innovation, is the lead portfolio manager alongside co-portfolio manager Will Muggia, President, CEO & CIO.

The Disruptive Innovation strategy is offered as a separate account and limited partnership.


Performance
Preliminary Rates of Return (%) – Periods Ending June 30, 2024

 

 

Past performance is not indicative of future results - Please click here for GIPS® Compliant Presentation. Returns are annualized for periods greater than one year.  

 

 

Disruptive Innovation Fact Sheet

Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided