David Rolfe
Wedgewood Partners Inc
Value
535.5M
Stocks
21 Stocks (3 new)
Turnover
7.27%
CIK
859804
Top Holdings
TSM(10.48%) GOOGL(9.58%) META(8.52%) AAPL(7.26%) MSFT(7.00%)
About Investor
Established investor leading Wedgewood Partners Inc, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
David Rolfe Letters
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