Health Care

Inception Date: October 1, 2020
Strategy AUM: $10 million as of March 31, 2024
Status: Open to new investors


Westfield’s Health Care strategy provides clients with exposure to a concentrated portfolio of U.S. health care stocks. We believe we can construct a portfolio capable of benefiting from the secular growth and innovation of the U.S. health care system while achieving alpha relative to the broader Health Care sector by investing in quality businesses with differentiated products, technologies, and services which meet our disciplined valuation criteria. Westfield’s rich history in Health Care investing across the market capitalization spectrum and our experienced portfolio management team make us uniquely capable of investing in this inefficient, alpha-rich market segment. Matt Renna, Partner & head of the Health Care sector team, is the lead portfolio manager alongside co-portfolio manager Will Muggia, President, CEO & CIO.

The Health Care strategy is offered through a separate account and a sub-advised ETF.

Preliminary Rates of Return (%) – Periods Ending March 31, 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.  




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