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Small/Mid Cap Growth Equity

Inception Date: April 1, 1992
Strategy AUM: $4,012 million as of June 30, 2024
Status: Open to new investors

 

Since 1992, Westfield’s Small/Mid Cap Growth Equity strategy has provided clients with exposure to a relatively concentrated portfolio of small cap to mid cap companies with market capitalizations within the range of the Russell 2500TM Growth Index at the time of initial purchase in the product. In constructing client portfolios, our team endeavors to identify 60 to 75 stocks which we believe provide our clients the best opportunities for growth while maintaining our disciplined valuation sensitivity.

The Small/Mid Cap Growth Equity strategy is offered through a separate account and Collective Investment Trust (CIT). 


Performance
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. 

 

Small/Mid 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