Investment Manager

As investment manager to the Edgewood Growth Fund, Edgewood applies its large cap growth strategy. Edgewood's strategy employs a 22-stock portfolio. The portfolio's weightings range between 2% and 8% where the largest weightings represent the most attractively valued companies or the companies with the biggest upside potential based on Edgewood's analysis. This portfolio construction discipline forces Edgewood to highlight growth and ensures that a high level of scrutiny is paid to all companies in which it is considering an investment. To learn more about the investment manager, please visit Edgewood's website.