Wedge Capital Management Llp

WEDGE Capital Management L.L.P. is an independent investment advisory firm established in 1984 and based in Charlotte, NC. The firm offers value-oriented equity and fixed income strategies, including traditional and quantitative management of stocks across various market capitalization ranges, balanced account management, and fixed income management. WEDGE seeks to be engaged as a portfolio manager on a fully discretionary basis, utilizing proprietary model portfolios but also tailoring offerings to client-specified guidelines. The firm manages $7.93 billion of client assets on a fully discretionary basis as of June 30, 2023, with account minimums generally set at $10 million, but exceptions are granted in certain circumstances. WEDGE charges fees based on a percentage of assets under management, with fee schedules varying by product. The firm does not charge performance-based fees or participate in side-by-side management. WEDGE does not act as a fiduciary or make investment recommendations until an agreement is signed. The firm's investment strategies involve bottom-up security selection, quantitative management, and a focus on value investing principles. Clients primarily include institutional investors and high net worth individuals. WEDGE does not maintain custody of client funds and provides proxy voting services unless instructed otherwise. The firm votes proxies in the best economic interest of shareholders and has a Proxy Policy to guide voting practices. WEDGE has no disciplinary events and does not engage in other financial industry activities or affiliations that create conflicts of interest.