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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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 30 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: