The Edgewood Growth Fund Semi-Annual Report is available. Please Please click here to view the report.
The Q1 2014 Edgewood Growth Fund Fact Sheet is now available. Please click here to view the report
Edgewood Management LLC will be exhibiting at the 2014 Morningstar Investment Conference in Chicago, IL from June 18-20, 2014.
Edgewood Growth Fund 2013 Distribution information is now available. To view additional details, please click here.
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Edgewood manages a concentrated stock portfolio of high-quality large cap growth companies.
The six Edgewood Portfolio Managers each have over 25 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 for over seven years and apply a team approach to investing.
Our mission is to produce sustainable long-term performance by investing in high-quality growth companies. 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.
How to Invest
The Edgewood Growth Fund is available for purchase through numerous brokers, please check with your specific broker for availability. You may also purchase shares directly from the Edgewood Growth Fund by completing the appropriate application which may be found here. For questions regarding investing, please contact DST, the Fund's Transfer Agent, at 800-791-4226.