Edgewood Management
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| Company type | Private |
|---|---|
| Industry | Public equity |
| Founded | 1974 |
| Headquarters | Greenwich, Connecticut, United States |
| Products | Portfolio management, Growth capital, Recapitalizations |
| AUM | $60 billion as of September 2021 |
Number of employees | 36 |
| Website | www |
Edgewood Management LLC is an employee-owned registered investment advisor in the public equity markets of the United States. The firm follows a growth-oriented strategy based on intensive balance sheet analysis that is focused on building a portfolio of large cap growth stocks with a three to five year investment horizon. Originally focused on individual investors and family groups, Edgewood has expanded to serve an institutional clientele.[1]
History
[edit]The firm is headed by president Alan W. Breed, whose father founded the firm in 1974.[2] As of June 2016, it managed 22 stocks with approximately $60 billion in capital under management.[3] The firm has invested in companies such as Snap Inc., PayPal, Visa Inc., Nvidia, and Intuit.[4]
Investment funds
[edit]| Fund | Vintage Year | Capital ($m) |
|---|---|---|
| Edgewood Growth Retail (EGFFX)[5] | 2006 | $20,400 |
| Edgewood Growth Instl (EGFIX)[6] | 2006 | $20,400 |
References
[edit]- ^ "EGFFX Edgewood Growth Retail Management". Financials.morningstar.com. 2006-02-28. Retrieved 2011-11-30.
- ^ "FundAlarm Annex - Fund Report". Mutualfundobserver.com. Retrieved 2011-11-30.
- ^ "Edgewood Management LLC - About Us". Edgewood.com. Retrieved 2011-11-30.
- ^ GmbH, finanzen net. "A $60 billion investment advisor quadrupled its money on Snap stock in 16 months - and likely scored a $4 billion gain". markets.businessinsider.com. Retrieved 2021-09-06.
- ^ "EGFFX – Edgewood Growth Retail Fund Stock Price | Morningstar". Morningstar, Inc. 2024-10-31. Retrieved 2024-12-17.
- ^ "EGFIX – Edgewood Growth Instl Fund Stock Price | Morningstar". Morningstar, Inc. 2024-10-31. Retrieved 2024-12-17.