Arthur J. Bauernfeind, CFA, CIC | Chairman Emeritus
“The client portfolio is a mosaic. The pieces are assembled to take the greatest advantage of economic trends and consumer preferences. Our stock research strives to find the best companies that will grow and prosper from those trends, which change from time-to-time, so the mosaic changes as well.”

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Scott R. Emerman, CFA | Partner
“How companies in the Consumer Discretionary space are able to deal with rising input costs will determine the winners and the losers in the current environment. Strong brands with real pricing power will stand out against a back drop of higher costs.”

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Robert T. Flores | Partner
“There is never a dull moment covering technology; the industry is constantly changing. The prolific development of technology—for both business and consumer markets—that gives access to data and applications anywhere, anytime, on any device is driving exciting innovation.”

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William R. "Gilly" Gilchrist | Security Analyst
“We have a group of smart, hardworking, confident investment team members. They are strong in their convictions and ideas, but are willing to acquiesce if the facts change.”

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Bruce N. Jacobs, CFA | Partner
“I love the innovation in the medical technology industry. With vast unmet medical needs, and a clear mandate to reduce health care costs, there are endless opportunities for companies to innovate and bring new products to market. As a result, the maturation of companies’ new product pipelines creates exciting investment opportunities.”

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Garth W. Jonson, CFA | Senior Security Analyst
“Westfield represents something fairly unique in the investment business: a truly collaborative environment. References to being part of a team are almost always overplayed, but the culture here really does feel like we’re all pulling on the same oar, striving toward a common goal.”

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Richard D. Lee, CFA | Partner
“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”

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Ethan J. Meyers, CFA | Partner
“Information changes every day. The challenge of investing is to anticipate how that information is going to impact the companies in which we are investing.”

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John M. Montgomery | Partner and Portfolio Strategist
“The Committee Process is unique in that it allows the analysts to enjoy the intrinsic rewards of being a relative expert in a given field while contributing meaningfully to the debate around all portfolio holdings.”

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A. Patrick Regan, CFA | Senior Security Analyst
“What attracted me to Westfield was the idea of one office, one team and the opportunity to work for an employee-owned partnership.”

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Hamlen Thompson | Partner
“The continued development of emerging market economies and the continuation of the commodities cycle will have the greatest influence on the markets for the foreseeable future.”

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