Q1 2024 Large Cap Growth Investor Update Video

  1. Disclosures (00:00)
  2. Introduction and Firm Update (00:15)
  3. Net Performance Returns (00:33)
  4. Portfolio Profile and Results (00:50)
  5. Quarterly Portfolio Attribution (01:22)
  6. Change in Capital Allocation & Transactions (06:16)
  7. Bucket Slide: Portfolio Allocation by Growth Rate (09:06)
  8. Synopsys Investment Thesis (10:08)
  9. Copart Investment Thesis (19:19)
  10. Investments in AI (31:03)
  11. Conclusion & Q&A (45:27)
  12. Disclosures (54:10)


This video is intended for the use of current and prospective Edgewood clients. The material in this video is not intended for public attribution or distribution. No information contained in these materials may be copied or distributed to any third party without the written consent of Edgewood.

No recommendation is made, positive or otherwise, regarding individual securities mentioned. The specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients, and the viewer should not assume that investments in the securities identified were or will be profitable. Edgewood Management LLC claims compliance with the Global Investment Performance Standards (GIPS®). Past performance is no guarantee of future results. Performance results reflect the reinvestment of dividends and other earnings. Performance results are expressed and calculated in U.S. dollars. To receive a list of composite descriptions of Edgewood Management LLC and/or a GIPS Report, contact Kitty McBride at 212-652-9100, or write to Edgewood Management LLC, 600 Steamboat Road, Suite 103, Greenwich, CT 06830 or KMcBride@Edgewood.com.

The material in this video contains statements which may be considered "forward-looking statements," which are not historical in nature. Words such as “anticipate,” “believe,” "could,” “estimate,” “expect,” “intend,” “likely,” “may,” “plan,” “potential,” “should,” “target” and “would” are intended to identify such statements. These forward- looking statements include, among other things, projections, forecasts, estimates or hypothetical calculations with respect to income, yield or return, future performance targets, or potential future investments. This video contains statements that are the opinions of Edgewood which we believe to be true based on our research and understanding of our portfolio companies. No representation is made as to the accuracy, validity or relevance of any such forward-looking statement, and actual events are difficult to predict and may be substantially different. All forward-looking statements are based on our view on the date of this video, unless otherwise specified. While reasonable care has been taken to ensure that the information herein is factually correct, Edgewood makes no representation or guarantee as to its accuracy or completeness. The information herein is subject to change without notice. Investing involves risk and you may incur a loss.

In this video:

Alan W. Breed
President & Portfolio Manager
30 Years with Edgewood
Kevin R. Seth
Partner & Portfolio Manager
29 Years with Edgewood
Scott D. Edwardson
Partner & Portfolio Manager
24 Years with Edgewood
Will Broadbent
Managing Director, Senior Research Analyst
1 Years with Edgewood
Janet Lynne Knopf
Senior Research Analyst
8 Years with Edgewood