Wedge Capital Management L L P/nc
WEDGE Capital Management L.L.P. is an SEC-registered independent investment adviser headquartered in Charlotte, North Carolina. Founded in 1984, the firm offers equity, fixed income, and balanced investment strategies primarily to institutional clients and other investors. With an established history and a focus on institutional asset management, WEDGE serves pension funds, endowments, foundations, and similar entities. The firm has a reputation for its research-driven approach and mid-sized operations.
Investment Strategy
WEDGE Capital Management manages diversified portfolios across equity, fixed income, and balanced strategies. The firm's investment philosophy centers on fundamental research to identify undervalued opportunities, with a disciplined risk management framework. WEDGE leverages a team-based process to evaluate macroeconomic trends and individual security characteristics, focusing on risk-adjusted returns and long-term capital appreciation for institutional clients.
Top Holdings
Equity Positions (523)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRCX | Lam Research Corp New | 1.41% | $83.3M | 622,436 | $133.75 | $133.90 | +$83.1M |
K KLAC | KLA-Tencor Corp | 1.34% | $79.2M | 73,398 | $458.13 | $1078.60 | +$9.6M |
N NXT | Nextracker Inc Class A Com | 1.30% | $76.9M | 1,039,010 | $54.37 | $73.99 | +$18.8M |
S STX | Seagate Technology Hldngs PLC | 1.27% | $75.3M | 318,860 | $84.95 | $236.06 | +$5.2M |
T TEL | TE Connectivity PLC | 1.24% | $73.3M | 334,111 | $168.67 | $219.53 | +$12.3M |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
A Andrei Bolshakov | General Partner | Charlotte, NC , United States | |
A Andrew Rosenberg | General Partner | Charlotte, NC , United States | |
 | General Partner | Charlotte, NC , United States | |
 | General Partner | Charlotte, NC , United States | |
 | Equity Analyst | Charlotte, NC , United States | |
L Leah Long | Executive Vice President | Charlotte, NC , United States | |
L Li Zhang | General Partner | Matthews, NC , United States | |
M Mike Ritzer | General Partner | Charlotte, NC , United States | |
R Rich Hodde | partner | Charlotte, NC , United States | |
 | General Partner, Director of Fixed Income | Belmont, NC , United States |