Inception Date: October 1, 2020
Strategy AUM: $4 million as of November 22, 2023
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 September 30, 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.