David Rolfe

David Rolfe

Wedgewood Partners, Inc.
Last update 2020-08-14 38 Stocks (1 new)
Value $590.00 Mil Turnover 8 %
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David Rolfe Profile

David Rolfe has been managing Wedgewood's portfolio for 18 years. He studied at University of Missouri and received a degree of B.S.B.A. in Finance/Economics in 1984.

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 our "Invest as Business Owners" approach, we seek companies that 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. This is the flow chart of their process:
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Performance of Wedgewood Partners

Year Return % S&P500 % Excess Gain %
2019 31.96 30.58 1.4
2018 -4.02 -4.57 0.6
2017 20.48 21.7 -1.2
3-Year Cumulative (2017-2019) 52.59 (15.13/Year) 51.65 (14.89/Year) 0.94 (0.24/Year)
2016 4.54 12 -7.5
2015 -6.49 1.24 -7.7
5-Year Cumulative (2015-2019) 49.17 (8.33/Year) 71.96 (11.45/Year) -22.77 (-3.10/Year)
2014 9.2 13.46 -4.3
2013 29.86 32.31 -2.5
2012 21.75 15.99 5.8
2011 5.61 1.9 3.7
2010 14.5 15.05 -0.6
10-Year Cumulative (2010-2019) 211.43 (12.03/Year) 251.03 (13.38/Year) -39.58 (-1.35/Year)
2009 60.83 26.35 34.5
2008 -38.12 -36.79 -1.3
2007 15.04 5.15 9.9
2006 -2.77 15.84 -18.6
2005 5.84 4.83 1
15-Year Cumulative (2005-2019) 266.92 (9.05/Year) 257.98 (8.87/Year) 8.94 (0.18/Year)
2004 9.61 10.7 -1.1
2003 42.25 28.18 14.1
2002 -20.42 -21.58 1.2
2001 -7.72 -11.76 4
2000 -10.31 -9.75 -0.6
20-Year Cumulative (2000-2019) 276.82 (6.86/Year) 217.22 (5.94/Year) 59.60 (0.92/Year)
1999 56.99 20.38 36.6
1998 49.6 28.69 20.9
1997 21.1 33.49 -12.4
1996 23.57 22.5 1.1
1995 42.59 38.06 4.5
25-Year Cumulative (1995-2019) 1788.34 (12.47/Year) 1009.46 (10.10/Year) 778.88 (2.37/Year)
1994 3.78 0.38 3.4
1993 -6.21 10.08 -16.3

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