Assets Under Management
WEDGE Capital Management manages approximately $9.3 billion in assets for a geographically diverse mix of clients. With more than 25 years of value investing experience, we have a long track record of managing investments for tax-exempt and taxable institutional and individual clients. Our client and asset base has grown steadily since our founding in 1984 due to our consistent, disciplined, value-oriented approach to investing.
View our Investment Strategies
Note: WEDGE also offers balanced solutions. Those assets are included in the specific strategies shown.
Traditional EquityMicro Cap Value: $90mil
Small Cap Value: $1.8bil
Small/Mid Cap Value: $450mil
Mid Cap Value: $1.9bil
Large Cap Value Expanded: $10mil
Large Cap Value: $440mil
Total Cap Value: $320mil
Small Cap Value: $1.8bil
Small/Mid Cap Value: $450mil
Mid Cap Value: $1.9bil
Large Cap Value Expanded: $10mil
Large Cap Value: $440mil
Total Cap Value: $320mil
Quantitative Equity
QVM: Large Cap: $3.1bil
QVM: Small/Mid Cap: $30mil
QVM: Small/Mid Cap: $30mil
Fixed Income
Core: $1bil
Enhanced Core: $25mil
Liability-Driven Investing: $25mil
Short Duration: $115mil
Enhanced Core: $25mil
Liability-Driven Investing: $25mil
Short Duration: $115mil
