WEDGE Capital Management is an independently owned investment advisory firm that has been managing client portfolios since 1984. The firm specializes in value-oriented equity and fixed income strategies, utilizing both traditional bottom-up fundamental analysis and quantitative screening models. WEDGE offers various investment products, including traditional value equities, quantitative value equities across multiple market capitalizations, enhanced index strategies, and a wide array of fixed income portfolios. Portfolios are managed on a fully discretionary basis, though WEDGE can tailor offerings to accommodate client-specific guidelines and restrictions. The firm serves a diverse client base that includes institutional investors, pension plans, foundations, and high net worth individuals, maintaining strict risk controls such as position limits and benchmark-aligned duration targets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
WEDGE offers multiple equity and fixed income strategies with varying fee schedules. Small Cap equity fee is 0.80%. Quantitative and fixed income strategies use tiered schedules starting between 0.10% and 1.00%. Fees are negotiable on a case-by-case basis.