The Edgewood Growth Fund Annual Report is available. Please click here to view the report.
The Q4 2015 Edgewood Growth Fund Fact Sheet is now available. Please click here to view the report
Edgewood will be exhibiting at the 2016 Schwab IMPACT Conference in San Diego, CA from October 24 – 27.
Edgewood Growth Fund 2015 Distribution information is now available. To view additional details, please click here.
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Click here for standard and month-end performance. Performance quoted is past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more of less than their original cost and current performance may be lower or higher than the performance quoted.
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Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality.
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 growth companies it deems to be of high quality. 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.