Our Approach

Disciplined process. Consistent execution.

Overview

Our approach blends rigorous research, cross-sector collaboration, and disciplined execution. We focus on uncovering high-quality companies with underappreciated growth and building portfolios designed for long-term performance.

Our Process

Repeatable. Disciplined. Consistent.

We apply a repeatable, research-driven process to every investment decision. From idea generation to portfolio construction and risk management, discipline and collaboration guide every step.

Our Approach. CEO Will Muggia in an Investment Committee meeting in the Westfield board room.

What We Look For

Quality growth. Reasonable valuation.

  • Durable Competitive Advantages
  • Under-appreciated Earnings Growth
  • Asymmetrical Risk / Reward
  • Compelling Valuation

We seek out companies with under-appreciated earnings potential, strong fundamentals, and clear drivers of long-term value creation—businesses we believe are best positioned to outperform over time.

Our Investment Strategies

Time-tested strategies. Sharpened by experience.

Our Approach. Image of the Parkman Bandstand in Boston Common on a sunny autumn day.

Growth Equity

High-conviction strategies spanning the cap spectrum.

Our U.S. growth equity strategies span the full market capitalization spectrum, targeting companies with strong fundamentals, earnings growth, and durable competitive advantages.

Small Cap Small/Mid Cap Mid Cap Large Cap All Cap Select Growth
Our Approach. Sailboat sailing at sundown in the Boston Harbor with the downtown skyline in the background.

Sector Focus

Specialized strategies for unique client objectives.

Our sector focus strategies are built to address unique client objectives—offering specialized, research-driven exposure designed to capture alpha and complement diversified portfolio allocations.

Dividend Growth Health Care Sustainable Growth
Our Approach. Investment Committee meeting in the Westfield board room, the name "Founder's Room" is etched on the glass.
Our Approach. The Westfield logo sign behind the office front desk on a mirrored wall.

Our Approach to Investing

Driven by fundamentals. Built for results.

Our philosophy centers on identifying underappreciated growth at reasonable valuations. We believe stock prices follow earnings and that team-based, research-led investing drives consistency over time.

Averaging 20 years of industry experience, our team applies deep expertise and structured debate to test ideas, sharpen insights, and improve outcomes across the investment process.

Our idea generation draws on deep sector expertise and cross-cap visibility—enabled by a career analyst model structured to surface timely, high-conviction opportunities across the market.

Through formal presentation and structured debate, investment ideas are reviewed, challenged, and refined—leveraging the team’s collective experience to drive better decisions.

We build portfolios from the bottom up—grounded in research, refined through debate, and informed by a consistent assessment of risk, reward, and the impact each position has on the overall portfolio.

Through a disciplined risk management framework, we assess portfolio and position-level risks—balancing conviction with thoughtful exposure to ensure every risk is understood and intentional.
We have a constant focus on
improving how we invest—how we research, collaborate, and make decisions. That drive to refine the process is part of who we are.

We operate with a culture of constant improvement—refining the process every year and learning from every outcome. That open introspection—combined with a consistent team—strengthens how we invest and reinforces the consistency of our results.

Will Muggia, President, CEO & CIO

Will Muggia, CEO, in his office.