David Rolfe13F | |
Wedgewood Partners, Inc. | |
Last update 2024-11-14 | 19 Stocks (0 new) |
Value $551.00 Mil | Turnover 0 % |
Portfolio Report |
David Rolfe Investing Philosophy
Wedgewood's underlying equity investment philosophy is predicated on a strong belief that significant long-term wealth will be created by investing as "owners" in companies. In its "Invest as Business Owners" approach, the firm seeks companies that have the following characteristics: 1. A dominant product or service that is practically irreplaceable or lacks substitutes. 2. A sustainable and consistent level of growing revenues, earnings and dividends. 3. A high level of profitability, measured by return on equity without the use of excessive debt. 4. A strong management team that is shareholder oriented.
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David Rolfe Total Holding History ($B)
David Rolfe's Asset Allocation
David Rolfe Past Portfolios
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David Rolfe's Hypothetical Growth since 2024-09-30
David Rolfe's Yearly Returns
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