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Sustainable Growth Equity

Inception Date: January 1, 2016
Strategy AUM: $73 million as of March 31, 2024
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.


Performance
Preliminary Rates of Return (%) – Periods Ending March 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.  

 

2022 Corporate Sustainability Report

Sustainable Investment Philosophy

Sustainable 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