Will Broadbent

Director/Board Member at

Americans for Oxford, Inc.

Finance

Consumer Services

Miscellaneous

Profile

Mr. William S.
Broadbent is a Partner & Portfolio Manager at Edgewood Management LLC.
He is on the Board of Directors at Americans for Oxford, Inc. He joined the firm in 2023 and has been with the firm for over 3 years.
Most recently, Mr. Broadbent was a Co-Portfolio Manager and Senior Research Analyst at BlackRock, where he spent nine years on the Growth Team.
Prior to BlackRock, he worked for General Atlantic as a Private Equity Investor for two years and started his career as an Investment Banker at Goldman Sachs.
He graduated from Stanford Graduate School of Business with an MBA in 2014 and Harvard University with a BA in Government in 2006.

Will Broadbent active positions

Companies	Position	Start
Americans for Oxford, Inc. Americans for Oxford, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as charitable organization	Director/Board Member	-
Edgewood Management LLC Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.	Analyst-Equity	2023-04-30

All active positions of Will Broadbent

Former positions of Will Broadbent

Companies	Position	End
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Analyst-Equity	2020-12-31
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
General Atlantic LLC General Atlantic LLC Investment ManagersFinance General Atlantic invests in both public and private companies located across the globe. The firm focuses on climate, consumer, financial services, healthcare, life sciences, and technology sectors. It participates in late and growth stage transactions. The firm acquires minority interest.	Private Equity Analyst	-

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Training of Will Broadbent

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Linked companies

Private companies	8
General Atlantic LLC General Atlantic LLC Investment ManagersFinance General Atlantic invests in both public and private companies located across the globe. The firm focuses on climate, consumer, financial services, healthcare, life sciences, and technology sectors. It participates in late and growth stage transactions. The firm acquires minority interest.	Finance
BlackRock Advisors LLC BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies.	Finance
Edgewood Management LLC Edgewood Management LLC Investment ManagersFinance Edgewood mainly manages large-cap growth equity portfolios of about twenty-two publicly traded companies. The firm identifies investments through research-driven fundamental analysis and employs a bottom-up approach in their investment analysis. They aim to diversify across growth rates and market caps to achieve the desired return and risk profile. Edgewood requires a majority vote by the Investment Committee to sell a stock. If a company misses earnings two quarters in a row, there is a 15% drop in the stock relative to its peers or if there is a change in industry or company fundamentals, the Investment Committee will discuss selling the stock, decreasing the weighting in the portfolio or adding to the weighting in the portfolio.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Oxford University of Oxford Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Americans for Oxford, Inc. Americans for Oxford, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as charitable organization	Miscellaneous
Stanford Graduate School of Business Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services