Alan Whitman Breed serves as Co-President and Portfolio Manager at Edgewood Management LLC, bringing over 32 years of experience since joining as a Partner in 1994. He plays a central role in overseeing large-cap growth equity portfolios and serves as President and Managing Member with significant ownership in the 100% employee-owned firm. Prior to Edgewood, Breed was Vice President at First Boston and worked in Equity Research at Brown Brothers Harriman & Co. He graduated cum laude with an MBA from Kellogg School of Management and holds a BA in Economics from Emory University. The firm operates under a collaborative leadership model rather than relying on a single CIO, employing a coordinated team approach for all investment decisions.

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Edgewood employs a concentrated, high-conviction investment approach using a focused 22-stock portfolio with individual position weightings between 2% and 8%. The firm emphasizes attractively valued companies with significant upside potential through rigorous fundamental analysis. The investment process centers on the principle 'Would we buy the entire company if we could?' ensuring every investment represents a business the team would be comfortable owning entirely. All investment decisions are made unanimously by the Investment Committee, employing a buy-and-hold strategy with typical holding periods of 3-5 years. The firm maintains strict risk controls including 8% position limits and 25% sector limits.

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