Edgewood Management LLC

 

To watch a replay of Edgewood’s Q4 2023 Update Video please click here.

A webcast archive of the Q3 2023 Update Video is still available. To watch the recording, please click here.

 

Click here to view Edgewood’s Form CRS.

 

The Edgewood Q4 2023 Large Cap Growth Factsheet is now available. Please click here to view the report.

 

Edgewood is pleased to share a series of videos detailing the investment thesis of each holding in its Large Cap Growth strategy.
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    Why Edgewood?

    Focus

    Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality.

    Experience

    The six Edgewood Portfolio Managers each have over 30 years of investment professional experience.

    Motivation

    Edgewood invests alongside our clients as we stand by our beliefs that these are the best and most valuable investment ideas.

    Cohesiveness

    The members of Edgewood’s Investment Committee have worked together since 2006 and apply a team approach to investing.

    Our Mission

    Our mission is to produce sustainable long-term performance investing in growth companies Edgewood deems to be of high quality. We work to achieve this by owning the best 22 companies we can find; all have had significant earnings growth and can be purchased at a discount to Edgewood's projected fair value. Our goal is to own these businesses for three to five years.

    Ways to Invest

    Depending on your investment needs, our strategy is available in a variety of product types. Visit the links below to learn more:

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