ABOUT US

Growth-Focused Investing

Since the firm's founding, Ashfield Capital Partners has focused exclusively on U.S. growth-equity investments. Our clients include corporate retirement plans, public funds, multi-employer pension plans, endowments, foundations, mutual funds, separately managed account programs and individual investors. Ashfield Capital Partners is owned jointly by members of the firm and Old Mutual (US) Holdings Inc.

Firm Assets Under Management: $3.9 B
as of 3/31/2008
Asset Distribution by Product Strategy
as of 3/31/2008
Asset Distribution by Product Strategy
  • Large Cap Growth 71.8%
  • Other 14.0%
  • Balanced 11.6%
  • Small Cap Growth 2.6%
Asset Distribution by Client Type
as of 3/31/2008
Asset Distribution by Client Type
  • Separately Managed Account Programs 55.9%
  • Other Taxable 16.4%
  • Sub-Advisory 11.5%
  • Other Tax-Exempt 10.0%
  • Individual 3.2%
  • Corporate 3.0%

Client-Focused Service

Our affiliation with Old Mutual provides additional resources to leverage the core strengths developed over the course of more than 30 years, yet allows us to continue to function as an autonomous investment manager, placing the interests of our clients before all other considerations.

Community Involvement

Ashfield Capital Partners has a strong sense of social responsibility and recognizes the importance of making a contribution through active involvement in our communities. We are committed to building vibrant communities, improving quality of life and making a positive difference where we live and work. We have a long-established tradition of giving back to our communities, both individually and at the corporate level, by donating our time, energy and resources to civic, social and community-based organizations and initiatives of many kinds.

Ashfield & Co., Inc., currently known as ACO Partners, Inc. ("A & Co."), was founded in 1973 and reorganized in February 2007 as Ashfield Capital Partners, LLC ("Ashfield") when Old Mutual (US) Holdings Inc. purchased a majority interest in the firm. A & Co. and certain employees hold the minority interest. All the professionals responsible for the investment decisions at Ashfield transitioned from similar roles held at A & Co.