Our People

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At WEDGE Capital Management, we believe the quality of our results stems directly from the quality of our people. With a specialized focus and vast expertise, each member of our team shares a strong dedication to value investing and an unwavering commitment to producing outstanding results.

Andrei Bolshakov
General Partner

T. Caldwell Calame
General Partner

Donald E. Cleven
General Partner

Bradley S. Fisher
General Partner

Bradley W. Horstmann
General Partner

Leah M. Long
General Partner

John G. Norman
General Partner

Brian J. Pratt
General Partner

Martin L. Robinson
General Partner

Andrew J. Rosenberg
General Partner

Richard A. Wells
General Partner

Darrin R. Witt
General Partner

LDI/Long Duration

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.

Short Duration

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.

Intermediate

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

Core

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.

QVM^® Small Mid Cap

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.

QVM Large Cap

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.

International Small Cap

Our International small cap portfolio invests in foreign domiciled companies in both developed and emerging markets with market capitalizations ranging between US $250 million and US $7 billion. Stocks are sold once they reach US $10 billion in market capitalization. The portfolio is available to accredited investors only.

Total Cap Value

Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies with market capitalizations over $250 million. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Large Cap Value

Investing in companies with market capitalizations greater than $3 billion, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.

Large Cap Value Expanded

We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations above $1 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Mid Cap Value

This portfolio concentrates on companies with market capitalizations between $1 billion and $20 billion. Once a stock reaches $30 billion, it will be sold from the portfolio. Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Small Mid Cap Value

We combine our Small- and Mid-Cap portfolios to consider companies with market capitalizations between $250 million and $20 billion. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches $30 billion, it will be sold from the portfolio.

Small Cap Value

Our small cap value portfolio focuses on companies with market capitalizations between $250 million and $3.5 billion. Once a stock reaches twice the upper market cap limit, or $7 billion, it will be sold from the portfolio.