Westfield Capital Management Company, L.P. is a Boston-based boutique investment manager with a 30+ year heritage of specializing in fundamental U.S. growth equity investing across the market capitalization spectrum. Westfield utilizes an active, fundamental, bottom-up approach to investing in domestic equity securities. They employ a growth-at-a-reasonable-price investment style and favor investing in earnings growth stocks given their conviction that stock prices follow earnings progress and that they offer the best investment opportunities. Westfield believes that reasonably priced stocks of companies with accelerating or underappreciated earnings potential are best identified through in-depth, fundamental research. Westfield’s Investment Team is comprised of tenured and experienced career sector analysts with deep domain expertise across the market capitalization spectrum. The team’s experience, extensive research, and first-hand knowledge of company operations derived through on-site visits and meetings with management provides the firm’s competitive edge.
Key people:
Will Muggia
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 $16 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.
Rich Lee
Rich is a Managing Partner, Chief Investment Officer and a member of the Investment Committee. Rich brings 24 years of experience to his focus on the Information Technology sector.
Before joining Westfield in 2004, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney, 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 family.
Fund Level Documentation
HC Westfield US Small Cap Growth Fund
Supplement
Supplement
Monthly Reports
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HC Westfield US Growth Equity Fund
Supplement
Supplement
Monthly Reports
Latest Monthly
Report
Sustainability-Related Disclosures
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