Investment Strategies

Edge Asset Management offers a broad array of equity, fixed income, and asset allocation strategies to help meet the diverse investment needs of our clients. EDGE offers its investment expertise through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).

For more information about a specific asset class, please select the asset class equities, fixed income or asset allocation.

The key principles of our investment process & philosophy are:

We are long-term investors in companies, not traders. Our average holding period ranges between three and five years.

We seek to invest in outstanding businesses when they are mispriced due to company-specific issues or industry disruptions.

We believe our robust fundamental research identifies outstanding businesses in each sector through comprehensive industry reviews that are attractively priced with strong long-term prospects.

A Legacy of Straightforward Investment Solutions