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 06/30/21. The fund's latest filing disclosed 79MM in positions, representing 46% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 79MM in positions, representing 46% of the manager's regulatory AUM.
WEDGEWOOD INVESTORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEDGEWOOD INVESTORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ERIE | 12.38% | Financials | 2.92% | -0.38% | 1 | 0% | ||
| MSFT | 5.54% | Tech | 14% | 0.34% | 0 | 0% | ||
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FEATURED IN
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 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...
Unlock Full Investment Process Description
WEDGEWOOD INVESTORS Portfolio Concentration
WEDGEWOOD INVESTORS Location
100 STATE STREET, SUITE 506
ERIE, Pennsylvania
UNITED STATES, 16507-1466
ERIE, Pennsylvania
UNITED STATES, 16507-1466
WEDGEWOOD INVESTORS Contact Information
Phone Number: [814]456-3651
Fax Number: [814]459-9343
Website: http://wedgewoodinvestors.com
Fax Number: [814]459-9343
Website: http://wedgewoodinvestors.com
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