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Why Wedgewood

Focus is our edge—a single strategy of approximately 20 large-cap growth stocks that add value over a multi-year, multi-cycle time-frame. We think and act like business owners, targeting companies with solid balance sheets, free cash-flow generation and low debt.

We are not looking to game quarterly earnings; our comprehensive research involves debate, rigor and patience in order to identify superior long-term investments, often with a strong contrarian component. We are process-driven and believe "boring is beautiful," and therefore stick with what we find. Our flat, rather than hierarchical, corporate culture fosters conviction, independence and a cross-pollination of discussion and ideas from different, yet complementary, perspectives.

With three decades of investing success, we provide professional advice, portfolio management and pension consulting services to three distinct client segments: Third-party investment advisors; institutions (pensions, defined contribution plans, ERISA-based organizations and endowments); and, high-net-worth investors.

We believe professional investment management requires an academically-based, scientifically-supportable approach blended with the qualitative analysis, intuition and instincts that can only be honed from years of experience. The result is a carefully crafted investment management process that yields superior results.

Our management philosophy is based on three key investment tenets:

  1. A focus on best-of-breed growth companies.

  2. The patience to institute and execute over longer time horizons.

  3. The discipline required to recognize undervalued/out-of-favor opportunities.

We are privately held and employee-owned with staff tenure that dates to the firm’s founding. We enjoy a culture of compliance that’s demonstrated through dedicated customer service, a strict code of ethics, and operational efficiency with detailed policies and procedures.

Our prudent approach to managing investments is based on a fiduciary relationship with each of our clients to act as a trusted investment advisor, generally considered the highest legal duty one party can have to another. As a SEC Registered Investment Advisor, our firm has a legal and moral obligation to always act in our clients’ best interests—a responsibility we take seriously.

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