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 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 86% of the manager's regulatory AUM.

WEDGE CAPITAL StockAlpha

+1%
Top 25%
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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

WEDGE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UHS 1.88% Health -8.64% -0.06% 2 10%
ZBH 1.54% Health -19.67% -0.22% 1 13%
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FEATURED IN
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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...
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WEDGE CAPITAL Portfolio Concentration

WEDGE CAPITAL Location

301 SOUTH COLLEGE STREET
#2920
CHARLOTTE, North Carolina
UNITED STATES, 28202-6002

WEDGE CAPITAL Contact Information

Phone Number: 704-334-6475
Fax Number: 704-334-3542
Website:

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