Old Westbury Funds, Inc. - Old Westbury Large Cap Strategies Fund
OWLSX
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USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 200 West Street New York NY United States of America 10282
- IPO Date
- Oct 22, 1993
- CIK
- 0000909994
- Website
- oldwestburyfunds.com
- Similar Companies
- Business
- Old Westbury Large Cap Strategies Fund (OWLSX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in securities of large capitalization companies, defined as those with market capitalizations equal to or greater than the largest 70% of companies in the MSCI ACWI Investable Market Index; the portfolio emphasizes a blend style across global large-stock growth opportunities, with approximately 74.52% in non-U.S. stocks, 22.84% in U.S. stocks, and diversified sector allocations including financial services (20.82%), technology (15.61%), industrials (15.43%), consumer cyclical (12.09%), and consumer defensive (10.10%). The fund offers daily pricing and no-load share classes with a net expense ratio of 1.09%, a minimum initial investment of $1,000 USD, and is available for sale in the United States. Key holdings include NVIDIA Corp (2.60%), Federated Hermes US Treas Cash Res Prem (1.78%), Amazon.com Inc (1.50%), Unilever PLC (1.41%), and HDFC Bank Ltd (1.40%), representing 8.69% of the portfolio. Launched on October 22, 1993, and domiciled in the United States, the fund is part of Old Westbury Funds, Inc., with advisory services provided by Bessemer Investment Management LLC ("Bessemer"), a wholly-owned subsidiary of Bessemer Trust Company, N.A., headquartered at 630 Fifth Avenue, New York, New York. The portfolio management team includes David Levanson (since November 16, 2011), Edward Aw (since January 15, 2016), Nancy Sheft (since October 25, 2016), Jeffrey Rutledge (since October 1, 2018), and more recent additions such as Rahul Desai, Ashish Swarup, and Thomas Allen (all since February 6, 2024), Daniel Pilling (since July 1, 2024), Anthony Wile (since May 1, 2025), and Cheng Jan (since October 1, 2025). Recent developments include multiple portfolio manager additions in 2024 and 2025 to enhance the team's expertise in global large-cap strategies, with confirmations in September 2025 SEC filings that managers such as Jeffrey Rutledge, Anthony Wile, Edward Aw, and Nancy Sheft continue to oversee the fund alongside expanded team members. The fund has grown to manage total net assets of approximately $26.15 billion as of late 2025, reflecting sustained inflows and performance in the global large-stock growth category. No major acquisitions, mergers, or strategic alliances specific to OWLSX were reported in the last 1-2 years, with operations focused on active management amid market volatility.