Li Zhang | Wedge Capital Management

Li Zhang, CFA

General Partner

Li has 21 years of investment experience and is responsible for the development and maintenance of quantitative models utilized across the firm’s strategies. Prior to joining WEDGE Capital Management in 2009, Li spent six years developing quantitative strategies and economic forecasts for the corporate investment arm of Bank of America. She formerly was a senior business analyst for a wide range of banking activities within Wachovia Bank. Li received a Bachelor of Science degree in Industrial Management from Southwest Jiaotong University, and a Masters of Science degree in Operations Research for Northern Illiniois University. Li is a member of the firm’s Investment Policy Committee.

Andrei Bolshakov
Managing Partner

Bradley W. Horstmann
Managing Partner

John G. Norman
Managing Partner

T. Caldwell Calame
General Partner

Donald E. Cleven
General Partner

Christopher Lewis
General Partner

Andrew J. Rosenberg
General Partner

Wesley S. Stoltz
General Partner

Richard A. Wells
General Partner

Brian H. Whisnant
General Partner

Darrin R. Witt
General Partner

Li Zhang
General Partner

LDI/Long Duration

Diversified portfolio of dollar-dominated, high quality, investment grade bonds designed to immunize a long-term liability stream. Various long duration liability targets are available.

Short Duration

Broadly diversified portfolio of dollar-denominated, high quality, investment grade bonds focusing on shorter maturities (1-5 years). Emphasis is on capital preservation in rising interest rate environments.

Intermediate

Our Intermediate strategies include Intermediate Aggregate and Intermediate Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities in intermediate maturities (1-10 years). Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters

Core

Our Core strategies include Aggregate and Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities. Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters. Maturity focus is across the yield curve.

QVM^® Small Mid Cap

This strategy is based on our long history of quantitative equity investing in QVM - Large Cap and focuses on the 501st to 2500th largest companies traded on U.S. stock exchanges. Utilizing 10 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to small-mid cap value investing.

QVM Large Cap

Launched in 1994, this strategy focuses on the 1000 largest companies that are available for purchase on U.S. stock exchanges. Utilizing 8 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to large cap value investing. QVM Large Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Total Cap Value

Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies primarily within the broad small, mid, and large cap market segments as captured by the Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Large Cap Value

Investing in companies primarily within the broad large cap market segment as captured by the large cap Russell and S&P indices, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.

Large Cap Value Expanded

We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations primarily within the broad mid and large cap market segments as captured by the mid and large cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Mid Cap Value

This portfolio concentrates on companies primarily within the broad mid cap market segment as captured by the mid cap Russell and S&P indices. Once a stock reaches 1.5 times the upper market cap limit, it will be sold from the portfolio.

Small Mid Cap Value

We combine our Small- and Mid-Cap portfolios to consider companies primarily within the broad small and mid cap market segments as captured by the small and mid cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches 1.5 times the upper market limit, it will be sold from the portfolio. Small Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Small Cap Value

Our small cap value portfolio focuses on companies primarily within the broad small cap market segment as captured by the small cap Russell and S&P indices. Once a stock reaches twice the upper market cap limit, it will be sold from the portfolio. Small Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

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