Old Westbury Funds
Overview
Old Westbury Funds is a U.S.-based investment management firm that offers a diverse array of mutual funds and investment strategies. The firm focuses on providing investors with access to various asset classes, including fixed income and equity investments, tailored to meet different financial goals and risk tolerances. Their investment approach emphasizes thorough research and disciplined portfolio management to achieve consistent, long-term performance. With a global investment perspective, Old Westbury Funds manages portfolios that span multiple geographies and industries. The firm's investment strategies are designed to capitalize on growth opportunities across developed and emerging markets, while also considering the potential for late-stage and pre-IPO investments. This comprehensive approach aims to deliver balanced returns by leveraging a wide range of market segments and investment stages.
Investment Focus
- Accredited investors only
- Compliance with applicable securities regulations
Portfolio Companies
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Frequently asked questions about Old Westbury Funds
What sectors does Old Westbury Funds invest in?
Old Westbury Funds invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Old Westbury Funds is listed as a mutual fund in the ConnectSafely investor database.
What stage does Old Westbury Funds invest at?
Old Westbury Funds backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 100M.
Which regions does Old Westbury Funds invest in?
Old Westbury Funds invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Old Westbury Funds invested in?
Old Westbury Funds's portfolio includes Johnson & Johnson, Apple Inc., Microsoft Corporation, Amazon.com Inc., Alphabet Inc., Facebook Inc., Berkshire Hathaway Inc. and Visa Inc..
Last updated · Source: ConnectSafely investor database
