Core Insights - Wedgewood Partners anticipates stronger market volatility in the coming years and has moderated its enthusiasm for investments [1] - The Wedgewood Composite returned -1.8% in Q4 2025, underperforming compared to the S&P 500's 2.7% and other indices [1] - The firm attributes its underperformance to poor stock selection, valuation corrections of past performers, and being underweight in AI stocks [1] Company Focus: Edwards Lifesciences Corporation - Edwards Lifesciences Corporation (NYSE:EW) is highlighted for its products and technologies for structural heart disease and critical care monitoring [2] - As of January 16, 2026, Edwards Lifesciences stock closed at $84.35, with a one-month return of -2.52% and a 52-week gain of 20.88% [2] - The company has a market capitalization of $49.522 billion [2] Performance and Growth Potential - Edwards Lifesciences contributed positively to Wedgewood's performance during the quarter, presenting favorable seven-year data for its transcatheter aortic valves [3] - The company is expected to drive double-digit earnings growth over the next few years, as its long-term data evolves standards of care [3] Hedge Fund Interest - Edwards Lifesciences is not among the 30 most popular stocks among hedge funds, with 64 hedge fund portfolios holding the stock at the end of Q3 2025 [4] - While the potential of Edwards Lifesciences is acknowledged, certain AI stocks are considered to offer greater upside potential and less downside risk [4]
Does Edwards Lifesciences (EW) Have Strong Double-Digit Earnings Potential?