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.

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 and since inception yields peer leading returns.

Our management philosophy is based on three key investment tenets:

• A focus on best-of-breed growth companies.
• The patience to institute and execute over longer time horizons.
• 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.