EDGEWOOD MANAGEMENT Overview

Edgewood Management Llc is an investment advisor that manages 11.1 BN dollars in regulatory AUM and has 33 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 15BN in positions, representing 137% of the manager's regulatory AUM.

EDGEWOOD MANAGEMENT StockAlpha

-1.7%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EDGEWOOD MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 7.4% Cons. Disc. -11.58% -1.01% 0 32%
CELG 6.55% Health 12.53% 1.28% 2 20%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

EDGEWOOD MANAGEMENT Founders and Key Employees

Name Title In Position Since
Donna M. Colon Secretary & Member Of Board Of Managers January-2006
Alan W. Breed President & Managing Member Of Board Of Managers January-2006
Fausto Rotundo Chief Financial Officer, Member Of Board Of Managers, Chief Operating Officer January-2006
Alexander M. Farman-Farmaian Vice Chairman & Member January-2006
Peter H. Jennison Member January-2006
Olivia Fleming Chief Compliance Officer January-2013

EDGEWOOD MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

EDGEWOOD MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear.
Edgewood identifies investments through research‐driven fundamental analysis and employs a bottom‐up approach in its investment analysis. Edgewood’s Investment Committee incorporates both qualitative and quantitative inputs with bottom‐up fundamental company analysis to identify the most appropriate securities to include in an investment portfolio. The Investment Committee continually monitors investments and will add or reduce exposure to certain securities held in the client’s portfolio when it is deemed appropriate.

In gathering information regarding prospective investments, Edgewood consults with various parties, including, but not limited to, employees, managers, officers, suppliers, clients, competitors, and business partners of companies in addition to third party research providers such as an...
Unlock Full Investment Process Description

EDGEWOOD MANAGEMENT Portfolio Concentration

EDGEWOOD MANAGEMENT Location

535 MADISON AVENUE
15TH FLOOR
NEW YORK, New York
UNITED STATES, 10022-4214

EDGEWOOD MANAGEMENT Contact Information

Phone Number: 212-652-9100
Fax Number: 212-652-9101
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A