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 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 60% of the manager's regulatory AUM.

WEDGEWOOD PARTNERS StockAlpha

-5.3%
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 PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 9.78% Tech -2.29% 0.02% 0 42%
BRK.B 9.36% Financials 10.33% -0.43% 1 28%
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FEATURED IN
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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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WEDGEWOOD PARTNERS Portfolio Concentration

WEDGEWOOD PARTNERS Location

9909 CLAYTON RD, SUITE 103
ST LOUIS, Missouri
UNITED STATES, 63124-1120

WEDGEWOOD PARTNERS Contact Information

Phone Number: 314-567-6407
Fax Number: 314-567-0104
Website:

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