WEDGE CAPITAL Overview
Wedge Capital Management L L P is an investment advisor that manages 11.6 BN dollars in regulatory AUM and has 35 employees, of which 29 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 7BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 7BN in positions, representing 65% of the manager's regulatory AUM.
WEDGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEDGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ALLY | 1.74% | Financials | 64.24% | 0.5% | 1 | 8% | ||
| AAN | 1.67% | Cons. Disc. | 22.19% | 0.1% | 3 | 4% | ||
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FEATURED IN
WEDGE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael Gardner | General Partner | April-1992 |
| Bradley S. Fisher | General Partner | January-2000 |
| Bradley W. Horstmann | Chief Compliance Officer, General Partner | December-1995 |
| Paul M. Vezolles | General Partner | January-2004 |
| Martin L. Robinson | General Partner | January-2004 |
| John G. Norman | General Partner | January-2007 |
| Andrei E. Bolshakov | General Partner | January-2010 |
| Darrin R. Witt | General Partner | January-2014 |
WEDGE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
WEDGE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Traditional Equity Strategies
Our traditional equity strategies invest in US Exchange-traded equity securities, including
American Depository Receipts (ADRs)6, across various market capitalization ranges.
Initially, we employ two proprietary, fundamentally based screening models, which use publicly available data on all eligible companies. Our Fundamental Value Model identifies those stocks with the greatest profit potential, based on:
• value,
• quality,
• capital use and
• momentum.
To preclude investing in financially unsound companies, we then employ our Financial Quality
Model, which focuses on:
• growth,
• profitability,
• leverage and
• liquidity.
Stocks are ranked by both models for relative attractiveness, with approximately 35% of the initial universe eligible for sub...
Unlock Full Investment Process Description
Traditional Equity Strategies
Our traditional equity strategies invest in US Exchange-traded equity securities, including
American Depository Receipts (ADRs)6, across various market capitalization ranges.
Initially, we employ two proprietary, fundamentally based screening models, which use publicly available data on all eligible companies. Our Fundamental Value Model identifies those stocks with the greatest profit potential, based on:
• value,
• quality,
• capital use and
• momentum.
To preclude investing in financially unsound companies, we then employ our Financial Quality
Model, which focuses on:
• growth,
• profitability,
• leverage and
• liquidity.
Stocks are ranked by both models for relative attractiveness, with approximately 35% of the initial universe eligible for sub...
Unlock Full Investment Process Description
WEDGE CAPITAL Portfolio Concentration
WEDGE CAPITAL Location
301 SOUTH COLLEGE STREET
#2920
CHARLOTTE, North Carolina
UNITED STATES, 28202-6002
#2920
CHARLOTTE, North Carolina
UNITED STATES, 28202-6002
WEDGE CAPITAL Contact Information
Phone Number: 704-334-6475
Fax Number: 704-334-3542
Website: http://www.wedgecapital.com/
Fax Number: 704-334-3542
Website: http://www.wedgecapital.com/
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