Inception Date: July 1, 1989
Strategy AUM: $4,782 million as of September 30, 2024
Status: Open to new investors
Since 1989, Westfield’s Large Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of large cap companies with market capitalizations within the range of the Russell 1000® Growth Index at the time of initial purchase in the product. In constructing client portfolios, our team endeavors to identify 40 to 55 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.
The Large Cap Growth Equity strategy is offered as a separate account.
Performance
Preliminary Rates of Return (%) – Periods Ending September 30, 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.
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