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Our Process Small Cap Small-Mid Cap Mid Cap Large Cap All Cap Mutual Funds

It is our belief that the small and mid cap portions of the market are under-researched, and therefore inefficient. 

 

Westfield's research effort helps us to uncover and exploit these inefficiencies. The firm's experience, extensive research, and first-hand knowledge of company operations derived through on-site visits and meetings with management provide its competitive edge.

Small/Mid Cap Growth Equity portfolios typically consist of names within a market cap range of typically less than $6 billion at the time of initial purchase. Securities outside of this range may be purchased if the security falls within the capitalization range of the benchmark, the Russell 2500™ Growth Index, at the time of initial purchase.  

 

Small-Mid Cap Growth Equity Summary

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