Select Growth Equity

Inception Date: January 1, 2014
Strategy AUM: $2,560 million as of June 30, 2024
Status: Open to new investors


Westfield’s Select Growth Equity strategy provides clients with exposure to a concentrated portfolio of U.S. growth stocks with market capitalizations typically greater than $5 billion at the time of initial purchase. The strategy is managed by William A. Muggia, President, Chief Executive Officer and Chief Investment Officer, and has been since its inception. In constructing client portfolios, Mr. Muggia endeavors to identify typically 30 stocks or fewer which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.

The Select Growth Equity strategy is offered as a separate account.

Preliminary Rates of Return (%) – Periods Ending June 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. 

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