Inception Date: January 1, 2014
Strategy AUM: $616 million as of January 31, 2024
Status: Open to new investors
Westfield’s Select Growth Equity strategy provides clients with exposure to a concentrated portfolio of U.S. growth stocks with market capitalizations typically greater than $5 billion at the time of initial purchase. The strategy is managed by William A. Muggia, President, Chief Executive Officer and Chief Investment Officer, and has been since its inception. In constructing client portfolios, Mr. Muggia endeavors to identify typically 30 stocks or fewer which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.
The Select Growth Equity strategy is offered as a separate account.
Preliminary Rates of Return (%) – Periods Ending January 31, 2024
Past performance is not indicative of future results - Please click here for GIPS® Compliant Presentation. Returns are annualized for periods greater than one year.