Finding Great Growth Companies with David Rolfe
Excess Returns
00:00
The Inverted Pyramid of Long Term Investment
Wedgwood's process is not designed to spit out a bunch of new ideas all the time. We just don't think they exist, and you have to try to go down their path. If we had a 50 stock portfolio with 100% turnover, think about, I mean, we would be on the new idea of treadmill all day long as an investment team. And so our culture here is the key part of their triangle that we all buy into this idea, less is more fewer ideas.
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