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Small/Mid Cap Growth Equity

Inception Date: April 1, 1992
Strategy AUM: $3,755 million as of August 31, 2023
Status: Open to new investors

 

Since 1992, Westfield’s Small/Mid Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of small cap to mid cap companies with market capitalizations typically less than $6 billion at the time of initial purchase or within the range of its benchmark, the Russell 2500™ Growth Index. In constructing client portfolios, our team endeavors to identify 60 to 75 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.

The Small/Mid Cap Growth Equity strategy is offered through a separate account and Commingled Investment Trust (CIT). 


Performance
Preliminary Rates of Return (%) – Periods Ending August 31, 2023

 

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

 

Small/Mid Cap Growth CIT Fact Sheet

Small/Mid Cap Growth Fact Sheet

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