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David Rolfe
13F | |
Wedgewood Partners, Inc. | |
Last update 2022-08-15 | 40 Stocks (1 new) |
Value $579.00 Mil | Turnover 4 % |
Portfolio Report |
David Rolfe Investing Philosophy
Wedgewood's underlying equity investment philosophy is predicated on a strong belief that significant long-term wealth will be created by investing as "owners" in companies. In its "Invest as Business Owners" approach, the firm seeks companies that have the following characteristics: 1. A dominant product or service that is practically irreplaceable or lacks substitutes. 2. A sustainable and consistent level of growing revenues, earnings and dividends. 3. A high level of profitability, measured by return on equity without the use of excessive debt. 4. A strong management team that is shareholder oriented.
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