Since 1989, Westfield has applied our investment philosophy across a broad range of growth equity strategies to meet our clients' diverse investment needs.
Our strategies leverage the in-depth, fundamental research efforts and expertise of our investment team across the investment landscape in the construction of client portfolios, with offerings addressing all segments of the capitalization spectrum.
Firm Assets Under Management*: $24 billion
| Strategy | Inception | Assets* | Benchmark |
| Small Cap Growth | Jul-89 | $4.0B | Russell 2000 Growth |
| S/Mid Cap Growth | Apr-92 | $4.7B | Russell 2500 Growth |
| Mid Cap Growth | Jul-94 | $4.1B | Russell Mid Cap Growth |
| Large Cap Growth | Jul-89 | $5.1B | Russell 1000 Growth |
| All Cap Growth | Jul-89 | $1.8B | Russell 3000 Growth |
| Dividend Growth | Jul-10 | $471M | NASDAQ U.S. Dividend Achievers Select |
| Select Growth | Jan-14 | $2.9B | Russell 1000 Growth |
| Sustainable Growth | Jan-16 | $93M | Russell 1000 Growth |
| Other* | -- | $68M | -- |
| IMA** | -- | $398M | -- |
As of December 31, 2024
*Other represents more recently launched strategies and non-marketed strategies
**IMA (Individually Managed Accounts) represents legacy High Net Worth clients separately managed accounts managed by Westfield's CIO
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