Edgewood Growth Fund

 

The Edgewood Growth Fund Estimated Capital Gain Distribution Letter is now available. Please click here for full details.

 

The Q3 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 Schwab IMPACT Conference in Denver, Colorado from November 4-7, 2014.

 

The Edgewood Growth Fund Semi-Annual Report is now available. Please click here to view the report.

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    Why edgewood?

    Focus

    Edgewood manages a concentrated stock portfolio of high-quality large cap growth companies.

    Experience

    The six Edgewood Portfolio Managers each have over 25 years of investment professional experience. 

    Motivation

    Edgewood invests alongside our clients as we stand by our beliefs that these are the best and most valuable investment ideas.

    Cohesiveness

    The members of Edgewood’s Investment Committee have worked together for over seven years and apply a team approach to investing.

    Our Mission

    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.