Our Strategies Small Small-Mid Mid Large All Dividend Growth Select Sustainable Disruptive Health Care

Small Cap Growth Equity

Inception Date: July 1, 1989
Strategy AUM: $3,798 million as of September 30, 2024
Status: Open to new investors

 

Since 1989, Westfield’s Small Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of small cap companies with market capitalizations within the range of the Russell 2000® Growth Index at the time of initial purchase in the product. In constructing client portfolios, our team endeavors to identify 60 to 80 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.

The Small Cap Growth Equity strategy is offered as a separate account and through a sub-advised mutual fund vehicle.


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. 

 

Small Cap 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