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"Our process is guided by knowledge and disciplined by research." ~ Westfield Capital Management Company LP |
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The Boston, Massachusetts-based firm, founded in 1989, invests solely in growth equities across the market cap spectrum |
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Lead portfolio manager has experience since 1984; investment team has an average of 18 years of experience |
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Investment team structure encourages interaction and collaboration as analysts are dedicated to specific sectors, and research is covered vertically by industry throughout all capitalization ranges |
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Investment team conducts on average over 1,000 meetings per year which allows them to interpret the information that they gather from company management teams, as well as suppliers, users and competitors |
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Seeks to invest in companies with consistent or accelerating earnings growth at reasonable prices |
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Emphasizes domestic, mid-cap companies that are believed to have demonstrated records of achievement with excellent prospects for earnings growth over a 1 to 3 year period |
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Seeks to purchase companies with high forecasted earnings potential at reasonable valuations |
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Evaluates companies by using fundamental analysis of the company’s financial statements, interviews with management, analysis of the company’s operations and product development and consideration of the company’s industry category |
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Incorporates a proprietary research driven, bottom-up approach to identify what are believed to be quality growth companies with strong management teams, sustainable business models and solid financials |
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Utilizes a disciplined risk review process |
Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.
Investment return and principal value of an investment in a Fund will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost.
Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC
Touchstone is a member of Western & Southern Financial Group
© Copyright 2018 Touchstone Securities, Inc. All rights reserved.
The Touchstone Investments service mark has been registered with the U.S. Patent and Trademark Office for financial services. TSF-1856-1712
