The Edgewood Growth Fund 2023 Estimated Capital Gain Distribution information is now available. For further details, please click here.
The Edgewood Growth Fund Annual Report is now available. Please click here to view the report.
The Q3 2023 Edgewood Growth Fund Fact Sheet is now available. Please click here to view the report
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Edgewood manages a concentrated stock portfolio of large cap growth companies it deems to be of high quality.
The six Edgewood Portfolio Managers each have over 30 years of investment professional experience.
Edgewood invests alongside our clients as we stand by our beliefs that these are the best and most valuable investment ideas.
The members of Edgewood’s Investment Committee have worked together for over ten years and apply a team approach to investing.
Our mission is to produce sustainable long-term performance by investing in growth companies it deems to be of high quality. We work to achieve this by owning the best 22 companies we can find; all have had significant earnings growth and can be purchased at a discount to Edgewood's projected fair value. Our goal is to own these businesses for three to five years.
How to Invest
The Edgewood Growth Fund is available for purchase through numerous brokers, please check with your specific broker for availability. You may also purchase shares directly from the Edgewood Growth Fund by completing the appropriate application which may be found here. For questions regarding investing, please contact DST, the Fund's Transfer Agent, at 800-791-4226.
SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Edgewood Growth Fund. Check the background of SIDCO on FINRA's BrokerCheck.