As a responsible corporate citizen, WEDGE endeavors to optimize opportunities via moral and ethical practices for the betterment of our local and global communities.
At WEDGE, we believe that environmental, social, and governance (ESG) issues can meaningfully impact the future economic performance of a business. To this end, we seek to integrate ESG factors into the investment process in a way that is consistent with, and in furtherance of, our primary duty as a fiduciary to preserve and enhance the long-term value of our clients' assets.
WEDGE is a signatory of the UN-supported Principles for Responsible Investment (PRI). The PRI provides a globally recognized set of principles for incorporating ESG issues into investment practice. As a signatory, WEDGE is committed to considering ESG factors as part of its decision-making process. We believe our signing of the PRI demonstrates our commitment to a more sustainable global financial system and complements our investment process and beliefs.
Diversified portfolio of dollar-dominated, high quality, investment grade bonds designed to immunize a long-term liability stream. Various long duration liability targets are available.
Broadly diversified portfolio of dollar-denominated, high quality, investment grade bonds focusing on shorter maturities (1-5 years). Emphasis is on capital preservation in rising interest rate environments.
Our Intermediate strategies include Intermediate Aggregate and Intermediate Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities in intermediate maturities (1-10 years). Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters
Our Core strategies include Aggregate and Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities. Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters. Maturity focus is across the yield curve.
This strategy is based on our long history of quantitative equity investing in QVM - Large Cap and focuses on the 501st to 2500th largest companies traded on U.S. stock exchanges. Utilizing 10 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to small-mid cap value investing.
Launched in 1994, this strategy focuses on the 1000 largest companies that are available for purchase on U.S. stock exchanges. Utilizing 8 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to large cap value investing.
Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies primarily within the broad small, mid, and large cap market segments as captured by the Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.
Investing in companies primarily within the broad large cap market segment as captured by the large cap Russell and S&P indices, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.
We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations primarily within the broad mid and large cap market segments as captured by the mid and large cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.
This portfolio concentrates on companies primarily within the broad mid cap market segment as captured by the mid cap Russell and S&P indices. Once a stock reaches 1.5 times the upper market cap limit, it will be sold from the portfolio. Mid Cap is available as a separate account vehicle and as a comingled investment trust (CIT).
We combine our Small- and Mid-Cap portfolios to consider companies primarily within the broad small and mid cap market segments as captured by the small and mid cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches 1.5 times the upper market limit, it will be sold from the portfolio. Small Mid Cap is available as a separate account vehicle and as a comingled investment trust (CIT).
Our small cap value portfolio focuses on companies primarily within the broad small cap market segment as captured by the small cap Russell and S&P indices. Once a stock reaches twice the upper market cap limit, it will be sold from the portfolio. Small Cap is available as a separate account vehicle and as a comingled investment trust (CIT).
It is with great sadness that we announce the passing of our Partner, colleague and friend, Brian Pratt. Brian passed away on Saturday, November the 7th. He had been a valued member of the WEDGE team since 2007 and will be truly missed.
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