We are firm believers in the value of index investing. Why? The simple fact is that in order to add value to the client, active investment managers must be considerably better than index investing. History has proven that few active investment managers are and that trying to time the market is often futile.  

However, if in investment management index investing returns are considered to be the “average” the question remains; “How can you outperform the average and deliver superior results to clients?” At Wedgewood, we focus on a three-to-five year outlook that results in lower than average portfolio turnover, which creates tax efficiency advantages for Wedgewood clients in addition to better than average returns. Our “Patient Approach” is predicated on taking a long-term view, relying on three key tenets of our professional investment management philosophy:

1. Focused – Best of breed growth companies
2. Patient – Truly invest for the “Long-Term”
3. Disciplined – Invest against the herd

At Wedgewood, we believe that professional investment management requires the rigor of an academic based, scientific approach blended with the qualitative analysis, intuition and instincts that can only be honed over years of experience. The result is a carefully crafted approach to investment management that yields results.