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David Rolfe

Wedgewood Partners Inc

·

CIK

859804

Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.

14 Nov 2024

Last Update

AUM
$550.83M
Holdings
19
ROI %
31.09%
QoQ%
10.13%
Avg. Holding Period
4y

Sector Breakdown

Top Investments

Performance

Holdings

S&P 500