Inception Date: October 1, 2019
Strategy AUM: $2 million as of December 31, 2023
Status: Open to new investors
Westfield’s Disruptive Innovation strategy provides clients with exposure to a concentrated portfolio of U.S. growth stocks which we believe are best positioned to disrupt the status quo or create entirely new frontiers. Westfield’s industry expertise and deep domain knowledge across the capitalization spectrum make us uniquely capable of identifying opportunities poised for disruptive change. Rob Flores, Managing Partner and Director of Disruptive Technology & Innovation, is the lead portfolio manager alongside co-portfolio manager Will Muggia, President, CEO & CIO.
The Disruptive Innovation strategy is offered as a separate account and limited partnership.
Preliminary Rates of Return (%) – Periods Ending December 31, 2023
Past performance is not indicative of future results - Please click here for GIPS® Compliant Presentation. Returns are annualized for periods greater than one year.