President and Portfolio Manager, Alan Breed will host the Q4 2015 Edgewood Webcast on January 14, 2016 at 4:00pm ET / 1:00pm PT. To register for this event, please click here.
Edgewood will be exhibiting at the 2016 Schwab IMPACT Conference in San Diego, CA from October 24 – 27.
The Q4 2015 Edgewood Large Cap Fact Sheet is now available. Please click here to view the report
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Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality.
The six Edgewood Portfolio Managers each have over 25 years of investment professional experience.
Edgewood invests alongside our clients as we stand by our beliefs that these are the best and most valuable investment ideas.
The members of Edgewood’s Investment Committee have worked together since 2006 and apply a team approach to investing.
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: