Our strategies leverage the in-depth, fundamental research efforts and expertise of our investment team across the investment landscape in the construction of client portfolios, with offerings addressing all segments of the capitalization spectrum.
Strategy |
Inception |
Assets* |
Benchmark |
Small Cap Growth |
Jul-89 |
$3.8B |
Russell 2000 Growth |
S/Mid Cap Growth |
Apr-92 |
$4.6B |
Russell 2500 Growth |
Mid Cap Growth |
Jul-94 |
$3.9B |
Russell Mid Cap Growth |
Large Cap Growth |
Jul-89 |
$4.8B |
Russell 1000 Growth |
All Cap Growth |
Jul-89 |
$1.7B |
Russell 3000 Growth |
Dividend Growth |
Jul-10 |
$493M |
NASDAQ U.S. Dividend Achievers Select |
Select Growth |
Jan-14 |
$2.9B |
Russell 1000 Growth |
Sustainable Growth |
Jan-16 |
$88M |
Russell 1000 Growth |
Other* |
-- |
$72M |
-- |
IMA** |
-- |
$415M |
-- |
As of September 30, 2024
*Other represents more recently launched strategies and non-marketed strategies
**IMA (Individually Managed Accounts) represents legacy High Net Worth clients separately managed accounts managed by Westfield's CIO