WEDGE

PUBLIC INVESTMENTS

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.