Sustainable Growth Equity
Inception Date: January 1, 2016
Strategy AUM: $63 million as of August 31, 2023
Status: Open to new investors
Westfield’s Sustainable Growth Equity strategy provides clients with exposure to a portfolio of large cap U.S. growth stocks of companies that embed sustainability (ESG) into their business model. The strategy is managed by Paul D. McHugh, Director of ESG Research, and has been since its inception. In constructing client portfolios, Mr. McHugh endeavors to identify typically 35 to 50 well-positioned, fundamentally attractive stocks which we believe provide our clients the best opportunities for growth and demonstrate strong performance in environmental, social and governance factors. These research efforts combine deep, fundamental analysis overlaid with ESG analysis to identify what we believe are optimal holdings.
The Sustainable Growth Equity strategy is offered as a separate account.
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.