Profiles >> Wedgewood Partners Inc

Wedgewood Partners Inc

Last Updated: 12/3/2020

Wedgewood Partners Inc is a Corporation that started in 1988 and is primarily owned and controlled by Anthony L. Guerrerio.

Wedgewood's investment philosophy is "the synthesis of classic tenets of both Growth and Value investing." They work towards a selective and focused portfolio of approximately 20 stocks, endeavoring to capitalize of market inefficiencies created by the "institutional imperative of wide-diversification".

Wedgewood Partners Inc operates out of an office in St Louis, MO. Based on the Form ADV filed on 2020-06-17 00:00:00, the investment firm is comprised of 15 employees, only 4 of whom performs investment advisory functions.

Fact Sheet

      Name: Wedgewood Partners Inc
      CRD No: 21923
      Filing Recorded: 2020-06-17 00:00:00
      Year of Origin: 1988
      Employees: 15
      Clients: 665
      AUM: 2,167,117,940
      Management Fee: 0.75 to 1.5 Percent
      Performance Fee: 0 Percent
      Client Type: Individuals, High Net Worth Individuals, Investment Companies, Pension and Profit Sharing Plans, Charitable Organizations, Corporations or Other Businesses
      Assets Traded: Exchange-Traded Equity Securities, Cash and Cash Equivalents


Investment Strategy

According to the brochure submitted to IAPD, Wedgewoods investment strategy is as follows:

The primary strategy that WPI offers is the Large Cap Focused Growth Product (LCG).

Methods of Analysis

In addition, Wedgewoods methods of analysis include:

Our underlying equity investment philosophy is predicated on our strong belief that significant longterm wealth will be created by thinking, analyzing and investing as “owners” in companies. Our clients’ portfolios are purposefully and most distinctly different to that of the typical institutional portfolio in terms of the concentration of holdings and in annual turnover. We seek to concentrate our portfolios in approximately 20 or so unusually profitable companies in just a handful of industries. We believe that if our research effort is focused and thorough enough to derive truly long-term convictions, a beneficial by-product is the concomitant reduction of company-specific 9 risk (though not short-term price and market risk) through the pursuit of superior knowledge of our limited investments.

Because this investment strategy involves a certain degree of equity investment risk, including permanent loss of capital, it will only be recommended when consistent with the client's stated tolerance for risk

Top 10 Holdings from Form 13F

Reporting Period: 09/30/2020

Issuer Share Value(1000s) Put/Call
APPLE 447,197 51,789
TRACTOR SUPPLY COMP 314,540 45,086
FACEBOOK 168,244 44,063
PAYPAL HOLDINGS 215,336 42,427
VISA 198,734 39,740
ALPHABET INC. CL A 25,512 37,390
MICROSOFT CORP 149,203 31,381
ELECTRONIC ARTS INC 218,937 28,551

Historical 13F Filings

EdgeGiant has compiled all 13F filings since Q2 2013 for your convenience. You can view historical portfolio position forWedgewood Partners Incin our 13F section HERE.

To get the comprehensive list of holdings that fall under 13F regulatory guidelines, check out our write up on how to access and use 13Fs in your personal investment decisions.

Related Topics

What is Form 13f?
What is Form ADV?
How to Invest Like Warren Buffett?
Historical Portfolio Holdings for Wedgewood Partners Inc