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
Shipping
Refining
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.