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
Contact
- Website: https://www.wedgewoodpartners.com/
- Email: [email protected]
- Telephone: 314-567-6407
- Address: 9909 Clayton Rd, Suite 103 St Louis, MO 63124
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 | |
| EDWARDS LIFESCIENCES | 590,583 | 47,140 | |
| TRACTOR SUPPLY COMP | 314,540 | 45,086 | |
| 168,244 | 44,063 | ||
| PAYPAL HOLDINGS | 215,336 | 42,427 | |
| VISA | 198,734 | 39,740 | |
| ALPHABET INC. CL A | 25,512 | 37,390 | |
| MOTOROLA SOLUTIONS | 219,996 | 34,497 | |
| 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.