Over 30 Years of Value Investing
WEDGE Capital Management was founded in June 1984 by three investment professionals who previously managed the common trust funds of a local, nationally-oriented bank. WEDGE International Group, of Houston, provided initial venture capital funding. That venture capital position was retired in 1989 and WEDGE has been an independent investment advisory firm ever since. Today, we are legally structured as a North Carolina Limited Liability Partnership owned and operated by 8 General Partners.
Initially, WEDGE Capital Management offered clients Traditional Equity - Large Cap Value and Fixed Income investment strategies. Since then, we have steadily expanded our product offerings to include Small Cap Value, Mid Cap Value, Micro Cap Value, and our Quantitative Equity platform. We continue to carefully analyze market conditions and client needs in order to offer an appropriately wide range of products under the value equity and fixed income investment umbrellas.
Throughout our history, WEDGE Capital has remained dedicated to delivering industry-leading results paired with exceptional client service. We are steadfast in our commitment to acting as stewards of our clients’ assets.
WEDGE was founded with the desire to provide a high standard of value investing and client service to those who entrust a portion of their assets to our firm. Over the years we have worked to improve our fundamental and quantitative processes. We are thankful to be able to serve our clients’ investment needs.
Mike James | Founding Partner - Retired