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All Cap Growth Equity

Inception Date: July 1, 1989
Strategy AUM: $1,496 million as of March 31, 2024
Status: Open to new investors

 

Since 1989, Westfield’s All Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of companies across the capitalization spectrum within the capitalization range of its benchmark, the Russell 3000® Growth Index. In constructing client portfolios, our team endeavors to identify 40 to 65 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.

The All Cap Growth Equity strategy is offered through a separate account, a sub-advised mutual fund vehicle, and a Collective Investment Trust (CIT).


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.

 

All 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