Inception Date: April 1, 1992
Strategy AUM: $3,901 million as of January 31, 2024
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 within the range of the Russell 2500TM Growth Index at the time of initial purchase in the product. 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 Collective Investment Trust (CIT).
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.