Select Growth Equity

Inception Date: January 1, 2014
Strategy AUM: $187 million as of September 30, 2017
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.


Performance
Rates of Return (%) – Periods Ending September 30, 2017

 

Past performance is not indicative of future results - Please click here for GIPS® Compliant Presentation. Returns are annualized for periods greater than one year.

 
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