Inception Date: April 1, 1992
Strategy AUM: $3,425 million as of February 28, 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, a sub-advised mutual fund vehicle, and Commingles Investment Trust (CIT).
Preliminary Rates of Return (%) – Periods Ending February 28, 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.