WEDGEWOOD PARTNERS Overview
Wedgewood Partners Inc is an investment advisor that manages 8 BN dollars in regulatory AUM and has 18 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 632MM in positions, representing 8% 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 632MM in positions, representing 8% of the manager's regulatory AUM.
WEDGEWOOD PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEDGEWOOD PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.7% | Tech | 2.98% | -0.27% | 0 | 36% | ||
| EW | 7.97% | Health | 5.1% | 0.06% | 0 | 12% | ||
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FEATURED IN
WEDGEWOOD PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Anthony Lawrence Guerrerio | Ceo/Chairman , Srop, Fnop, Crop, Chief Compliance Officer | October-2001 |
| David A. Rolfe | Chief Investment Officer | March-2000 |
| Michael X. Quigley | Senior Portfolio Manager | January-2015 |
WEDGEWOOD PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEDGEWOOD PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Our underlying equity investment philosophy is predicated on our strong belief that significant long- term wealth will be created by thinking, analyzing and investing as “owners” in companies. Our clients’ portfolios are purposefully and most distinctly different to that of the typical institutional portfolio in terms of the concentration of holdings and in annual turnover. We seek to concentrate our portfolios in 20 or so unusually profitable companies in just a handful of industries. We believe
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that if our research effort is focused and thorough enough to derive truly long-term convictions a beneficial by-product is the concomitant reduction of company-specific risk (though not short-term price and market risk) through the pursuit of superior knowledge of our limited investments. Because this investment strategy involves a certain degree of equity investment risk, i...
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Methods of Analysis
Our underlying equity investment philosophy is predicated on our strong belief that significant long- term wealth will be created by thinking, analyzing and investing as “owners” in companies. Our clients’ portfolios are purposefully and most distinctly different to that of the typical institutional portfolio in terms of the concentration of holdings and in annual turnover. We seek to concentrate our portfolios in 20 or so unusually profitable companies in just a handful of industries. We believe
8
that if our research effort is focused and thorough enough to derive truly long-term convictions a beneficial by-product is the concomitant reduction of company-specific risk (though not short-term price and market risk) through the pursuit of superior knowledge of our limited investments. Because this investment strategy involves a certain degree of equity investment risk, i...
Unlock Full Investment Process Description
WEDGEWOOD PARTNERS Portfolio Concentration
WEDGEWOOD PARTNERS Location
9909 CLAYTON RD, SUITE 103
ST LOUIS, Missouri
UNITED STATES, 63124-1120
ST LOUIS, Missouri
UNITED STATES, 63124-1120
WEDGEWOOD PARTNERS Contact Information
Phone Number: 314-567-6407
Fax Number: 314-567-0104
Website: https://www.wedgewoodpartners.com
Fax Number: 314-567-0104
Website: https://www.wedgewoodpartners.com
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