WEDGEWOOD INVESTORS Overview

Wedgewood Investors Inc is an investment advisor that manages 173.8 MM dollars in regulatory AUM and has 3 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 107MM in positions, representing 62% of the manager's regulatory AUM.

WEDGEWOOD INVESTORS StockAlpha

+0.6%
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

WEDGEWOOD INVESTORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ERIE 5.11% Financials 6.87% -0.28% 1 2%
XOM 1.98% Energy 0.61% -0.08% 0 29%
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FEATURED IN
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WEDGEWOOD INVESTORS Founders and Key Employees

Name Title In Position Since
Daniel J. Teed President And Cco January-2011

WEDGEWOOD INVESTORS Brokers, Custodians, Auditors and Administrators

Type Company

WEDGEWOOD INVESTORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.
Wedgewood implements a top-down investment approach to managing assets. This approach begins with a review of major trends, the strength of the economy, and the direction of interest rates.

For equity investments, following the top-down investment approach, key industries are chosen which are expected to benefit from the changes in trends and the economy. Then, individual firms within these industries are evaluated and chosen. Selection is primarily based on underlying stock value. Stock fundamental value is determined by examining cash flow, market presence, demonstrated financial capabilities, pricing flexibility and worldwide presence. Large computer databases and stock selection screens are used only to develop and understanding of the universe of available companies but are rarely used for ultimate selection. Wedgewood views equity selections with a long term investment horizon of three to five years. H...
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WEDGEWOOD INVESTORS Portfolio Concentration

WEDGEWOOD INVESTORS Location

100 STATE STREET, SUITE 506
ERIE, Pennsylvania
UNITED STATES, 16507-1466

WEDGEWOOD INVESTORS Contact Information

Phone Number: [814]456-3651
Fax Number: [814]459-9343
Website:

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