Our Strategies Small Cap Small-Mid Cap Mid Cap Large Cap All Cap Dividend Growth Select Growth Sustainable Growth

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.

Firm Assets Under Management*: $11.9 billion

 

 

 

†All Cap Growth Equity strategy AUM also includes All Cap Select strategy assets.
Strategies listed above do not represent all strategies managed by Westfield. A full list of strategies managed can be found in Westfield’s ADV Part 2A. We have chosen the specified benchmarks as they most closely represent our investment strategies. The product’s holdings, characteristics and performance may differ substantially from the benchmark.

 

Small Cap Growth Fact Sheet Dec-2018

Small/Mid Cap Growth Fact Sheet Dec-2018

Mid Cap Growth Fact Sheet Dec-2018

Large Cap Growth Fact Sheet Dec-2018

All Cap Growth Fact Sheet Dec-2018

Select Growth Equity Fact Sheet Dec-2018

Dividend Growth Equity Fact Sheet Dec-2018

Sustainable Growth Fact Sheet Dec-2018

Westfield Fact Sheet Dec-2018

Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided