Westfield Capital Management utilizes fundamental, bottom-up research to drive the investment process.
The Investment Committee’s experience covers research vertically by industry group, and there is overlapping coverage in each traditional growth area of the market.
Each member of our Investment Committee follows several industries using a broad information network that includes company managements, suppliers, users, competitors and Wall Street sources to identify and evaluate companies capable of providing consistently high or accelerating earnings growth. Research candidates may also be identified through screens covering a broad universe of securities. Prospective investments are evaluated on a stock-by-stock basis in terms of earnings power and growth, quality, value and relative price.
Visits with company management teams are an integral part of the research process and create our competitive edge. The combination of our size, organizational structure and the depth of experience shared by our investment team provide our clients with a significant research advantage. Westfield is large enough to fund in-house research, yet we have been able to remain nimble and responsive to market conditions and client needs.