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Edgewood Management

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Edgewood Management LLC
Company typePrivate
IndustryPublic equity
Founded1974
HeadquartersGreenwich, Connecticut, United States
ProductsPortfolio management, Growth capital, Recapitalizations
AUM$60 billion as of September 2021
Number of employees
36
Websitewww.edgewood.com

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]

References[edit]

  1. ^ "EGFFX Edgewood Growth Retail Management". Financials.morningstar.com. 2006-02-28. Retrieved 2011-11-30.
  2. ^ "FundAlarm Annex - Fund Report". Mutualfundobserver.com. Retrieved 2011-11-30.
  3. ^ "Edgewood Management LLC - About Us". Edgewood.com. Retrieved 2011-11-30.
  4. ^ 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.