Inception Date: July 1, 1989
Strategy AUM: $3,906 million as of August 31, 2023
Status: Open to new investors
Since 1989, Westfield’s Large Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of large cap companies with market capitalizations typically greater than $6 billion at the time of initial purchase or within the range of its benchmark, the Russell 1000® Growth Index. In constructing client portfolios, our team endeavors to identify 40 to 55 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.
The Large Cap Growth Equity strategy is offered as a separate account.
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.