Lists / People
David Rolfe
Wedgewood; concentrated quality-value
David Rolfe is Chief Investment Officer of Wedgewood Partners, a St. Louis-based investment firm. He has overseen the firm's concentrated strategy for decades, maintaining a focused roster of high-quality businesses purchased at reasonable prices. Wedgewood is known for its disciplined sell discipline and long holding periods in names that compound capital over time.
44/ 100
Authority scoreNotable
1lists#82peak1primary1category
Appears alongside
Top neighbors of David Rolfe
8people
01
Allan Mecham
Arlington Value; quiet 30%+ CAGR, "Tao of value"
1shared list
02Álvaro Guzmán de Lázaro
azValor; Spanish deep-cyclical contrarian
1shared list
03Andrew Brenton
Turtle Creek; concentrated Canadian value, 20%+ CAGR
1shared list
04Anthony Bolton
Fidelity UK / China; contrarian special situations
1shared list
05Aswath Damodaran
NYU "dean of valuation"; story-to-numbers DCF discipline
1shared list
06Ben Hunt
Epsilon Theory; narrative-aware value and meta-game
1shared list
07Ben Inker
GMO; 7-year forecasts, valuation-driven asset allocation
1shared list
08Benjamin Graham
Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)
1shared list
Last updated
10 May 2026