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 06/30/17. The fund's latest filing disclosed 20BN in positions, representing 183% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/17. The fund's latest filing disclosed 20BN in positions, representing 183% of the manager's regulatory AUM.
EDGEWOOD MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EDGEWOOD MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 6.98% | Cons. Disc. | -1.52% | 0.01% | 0 | 33% | ||
| CELG | 6.66% | Health | -1.88% | -0.02% | 2 | 22% | ||
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FEATURED IN
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
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
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: http://www.edgewood.com
Fax Number: 212-652-9101
Website: http://www.edgewood.com
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