It is our belief that the small cap portion of the market is under-researched, and therefore inefficient.
Westfield's research effort helps us to uncover and exploit these inefficiencies. The firm's experience, extensive research, and first-hand knowledge of company operations derived through on-site visits and meetings with management provide Westfield's competitive edge.
Small/Mid Cap Growth Equity portfolios typically consist of names within a market cap range of typically between $1.5 billion and $6 billion at the time of initial purchase. Securities outside of this range may be purchased if the security falls within the capitalization range of the benchmark, the Russell 2500™ Growth Index at the time of initial purchase.