Small
Small-Mid
Mid
Large
All
Dividend Growth
Select
Sustainable
Disruptive
Health Care
Since 1989, Westfield has applied our investment philosophy across a broad range of growth equity strategies to meet our clients' diverse investment needs.
Our strategies leverage the in-depth, fundamental research efforts and expertise of our investment team across the investment landscape in the construction of client portfolios, with offerings addressing all segments of the capitalization spectrum.
| Strategy | Inception | Assets* | Benchmark |
| Small Cap Growth | Jul-89 | $3.4B | Russell 2000 Growth |
| S/Mid Cap Growth | Apr-92 | $4.0B | Russell 2500 Growth |
| Mid Cap Growth | Jul-94 | $3.7B | Russell Mid Cap Growth |
| Large Cap Growth | Jul-89 | $4.6B | Russell 1000 Growth |
| All Cap Growth | Jul-89 | $1.7B | Russell 3000 Growth |
| Dividend Growth | Jul-10 | $451M | NASDAQ U.S. Dividend Achievers Select |
| Select Growth | Jan-14 | $2.6B | Russell 1000 Growth |
| Sustainable Growth | Jan-16 | $86M | Russell 1000 Growth |
| Other* | -- | $53M | -- |
| IMA** | -- | $396M | -- |
As of June 30, 2024
*Other represents more recently launched strategies and non-marketed strategies
**IMA (Individually Managed Accounts) represents legacy High Net Worth clients separately managed accounts managed by Westfield's CIO
Small Cap Growth Fact Sheet
Small/Mid Cap Growth Fact Sheet
Mid Cap Growth Fact Sheet
Large Cap Growth Fact Sheet
All Cap Growth Fact Sheet
Select Growth Equity Fact Sheet
Dividend Growth Equity Fact Sheet
Sustainable Growth Fact Sheet
Disruptive Innovation Fact Sheet
Health Care Fact Sheet
Westfield Factsheet
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