Inception Date: July 1, 1994
Strategy AUM: $3,406 million as of August 31, 2023
Status: Open to new investors
Since 1994, Westfield’s Mid Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of mid cap companies with market capitalizations typically between $1.5 billion and $12 billion at the time of initial purchase or within the range of its benchmark, the Russell Midcap® Growth Index. In constructing client portfolios, our team endeavors to identify 55 to 65 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.
The Mid 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.