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Westfield Capital Large Cap Growth Fund Institutional Class Shares (WCLGX)
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30/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.13M
Westfield Capital Large Cap Growth Instl
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- Overview
- Profile
- Historical Data
- Holdings
WCLGX Overview
On this page you'll find an in-depth profile of Westfield Capital Large Cap Growth Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of WCLGX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-capitalization companies. The fund managers consider large-capitalization companies to be companies with market capitalizations greater than $3 billion at the time of purchase. The Adviser expects investments in foreign companies, including emerging market companies and American Depositary Receipts ("ADRs"), will typically represent less than 25% of the fund's assets.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard D. Lee | Analyst | 2011 | 2020 |
| Biography | Westfield Capital welcomed Rich to the team in 2004. He is a Managing Partner, Deputy Chief Investment Officer and a member of the Investment Committee. Rich brings 24 years of experience to his focus on the Information Technology sector for all the Products that the Investment Committee oversees. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
| John M. Montgomery | Portfolio Strategist/Partner/Portfolio Manager | 2011 | 2020 |
| Biography | A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987. John holds a Masters in Management from the JL Kellogg Graduate School of Management at Northwestern University and earned his undergraduate degree at Trinity College. He is a member of the Market Technicians Association, The Boston Eco | ||
| Ethan J. Meyers | Vice President | 2011 | 2020 |
| Biography | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2011 | 2020 |
| Biography | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
| Hamlen Thompson | Senior Security Analyst | 2011 | 2018 |
| Biography | A Managing Partner and a member of the Investment Committee at Westfield Capital, Ham’s research responsibilities include the Energy and Industrials sectors. Additionally, he serves as a member of the firm’s management committee. Prior to joining Westfield in 2003, Ham served as an Analyst and Portfolio Manager at HLM Management Company. He began his career at Fidelity Management & Research Company. Ham holds a Masters of Business Administration from the Carroll School of Management at Boston College and earned his undergraduate degree at Colby College. Ham spends the majority of his free time with his young family. | ||
| Bruce N. Jacobs | Senior Analyst | 2011 | 2018 |
| Biography | Bruce has over 24 years of investment experience . He joined Westfield in 2004. He is a Managing Partner and member of the Investment Committee. His analytical coverage spans the capitalization spectrum and includes medical devices and life science tools within the Healthcare sector and the Consumer Staples sector. Prior to joining Westfield, Bruce was a Director and Senior Equity Analyst at Deutsche Bank Securities in Boston. His experience also includes financial analyst positions at Alex.Brown & Sons, in both the London and Baltimore offices. Bruce graduated magna cum laude from the Wharton School of the University of Pennsylvania and earned a Master of Business Administration from the Harvard Business School. He is a Chartered Financial Analyst. Bruce is on the Board of Directors for the Boys & Girls Clubs of Boston. His other hobbies and interests include basketball, Yoga, fly-fishing and keeping up with his four children. | ||
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