Old Westbury Small & Mid Cap Strategies
OWSMX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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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.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbus, OH 43219 United States of America
- IPO Date
- Apr 8, 2005
- CIK
- 0000909994
- Similar Companies
- Business
- Old Westbury Small & Mid Cap Strategies (OWSMX) is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of small- and mid-capitalization companies. The fund employs a fundamental, bottom-up investment approach, focusing on high-quality companies with strong balance sheets, sustainable competitive advantages, and attractive valuations; it allocates assets across diversified sectors including financials, industrials, consumer discretionary, and information technology, while maintaining a portfolio typically comprising 50 to 80 holdings. Old Westbury Funds, Inc., the fund's issuer, operates as part of the Old Westbury management platform under Bessemer Trust Company, N.A., with headquarters in Purchase, New York, and was established in 1993 to offer institutional-quality investment strategies to individual and institutional investors nationwide. The fund targets U.S. small- and mid-cap companies, defined generally as those with market capitalizations between $1 billion and $10 billion at the time of purchase, serving sophisticated investors seeking growth-oriented exposure with downside risk mitigation. Geographically, operations focus on domestic U.S. markets, with no significant international allocations. In recent developments, the fund maintained its core strategy amid market volatility in 2024-2025, with no major acquisitions, partnerships, or structural changes reported; performance updates reflect resilient returns driven by sector rotations toward value-oriented small caps following President Donald Trump's reelection and pro-business policy shifts. No new product launches or reorganizations have occurred within the last two years, underscoring the fund's emphasis on consistent, disciplined management.