WEDGE Group

WEDGE Group is a Houston-based, privately held U.S. investment firm of industrialist, statesman, and philanthropist, Issam M. Fares. Founded in the 1970s, WEDGE has made controlling private equity investments in a wide range of industries including manufacturing, trucking, food processing, engineering, construction, oilfield services, and real estate.     Since 2016, WEDGE is focused on acquiring and managing income-producing real estate which includes mostly office buildings and hotels.  WEDGE primarily invests in value-add cash-flow U.S. real estate with long-term upside potential.  A typical investment size is $25.0 million to $50.0 million, financed with conservative levels of leverage between 50.0% to 70.0% loan to value.     WEDGE Equities, based in Houston, Texas is responsible for the management of its self-directed U.S. public equity portfolio.     WEDGE International Holdings B.V. in the Netherlands, and WEDGE Real Estate S.A.L. in Lebanon, are foreign affiliates that own and manage substantial non-U.S. investments

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