The investment process is a multi-tiered exercise engineered by the principals resulting in strategic decisions being rendered as a committee. A combination of internally generated research and a refinement of externally sourced information is utilized to determine those companies that display:
- Record of consistent earnings power
- Earnings growth rate in excess of the S&P 500
- Dominant market position or proven strength
- Attractive fundamental financial valuation
- Superior management
- Management/Insider ownership
- Industry's growth rate in excess of growth of GDP
In addition to rigorous fundamental research and analysis, Edgewood Management LLC requires that a member of the investment committee meet with management of the company prior to initiating a purchase for investment. |
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Earnings Growth Rate > S&P 500
Consistent Earnings Power
Dominant Market Share
Superior Management
Strong Cash Flow
Low Debt |
Working List
(50-75 Companies) |
Direct Management Contact
Discount Model
Intrinsic Value |
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