Investment Management 
for the Long Term Investor

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Performance

At Wedgewood we have created a culture that is keenly focused on delivering superior client service, while outperforming the market. We have an enviable track record on both fronts having outperformed index investing and most active money managers for the last fifteen years.

For performance tracking purposes, we have taken an Equity Composite of fully- discretionary taxable and non-taxable growth equity accounts and compared them to the S&P 500 and Russell 1000 Growth Indices. Wedgewood Partners, Inc. claims compliance with the Global Investment Performance Standards (GIPS®), and performance is verified by an independent firm, Ashland Partners & Company, LLP.

The results speak for themselves:

PERFORMANCE SINCE INCEPTION

Our Results

 

 

 


Disclosures
Note: As of 9/30/11, net of fees. Past performance is not indicative of future results. Please see “Annual Disclosure” presentation below  for additional detail.

 

 

 
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