WEDGE Equities manages a group of proprietary, family-owned, investment portfolios which are primarily invested in publicly traded equity securities. As a self-directed family office, WEDGE Equities is not constrained by quarterly performance.
WEDGE Equities’ investment philosophy is simple. First, identify industries at or near the bottom of a cycle. Then, invest in the “best in class” company or companies that have the balance sheet and reputation to survive the downturn as well as the ability to thrive in a recovery.
We have invested in numerous and varied industries that include:
- Lodging, Restaurant and other Hospitality related companies
- Offshore Drilling, Land Drilling, Seismic, and other Oilfield Services
- Offshore Engineering and Construction
Significant past investments include Service Corporation International (SCI), Pioneer Energy Services Corporation (PES), and Dawson Geophysical Company (DWSN). They generated returns of 260%, 130%, and 190%, respectively.
Our investment philosophy has yielded returns well above the indices for over thirty years.