David Rolfe
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 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 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.
David Rolfe's Top Stock Picks View Full List
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares Share Change

David Rolfe Total Holding History ($B)

Embed

David Rolfe's Asset Allocation

Embed

David Rolfe Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

David Rolfe's Hypothetical Growth since 2022-06-30

Embed

David Rolfe's Yearly Returns

Year Portfolio % % Excess Gain %

David Rolfe's Holdings Heat Map

Size field:

David Rolfe's Holdings Bubble Chart

David Rolfe News

  • 1