The Fund seeks to provide long-term total return of capital, primarily through capital appreciation and some income.
A STATISTICALLY DRIVEN APPROACH
Bridgeway Capital Management Group, LLC, offers rigorous evidence-based, statistically driven criteria in its disciplined investment processes. The firm donates 50% of its net profits to charitable and nonprofit organizations.
Firm inception: 1993
Collaborative portfolio management team with experience in modeling and research:
John Montgomery, founder and CIO of Bridgeway Capital Management, 19 years experience
Elena Khoziaeva, CFA, 14 years experience
Michael Whipple, CFA, 10 years experience
Rasool Shaik, CFA, 6 years experience
Rigorous Selection Process
Bridgeway seeks a quality tilt in its stocks, for participation in up markets and risk mitigation in down markets. The fund uses a statistically driven investment strategy. The process:
Seeks stocks with the proper value metrics, price momentum and financial health implemented with a multiple model approach.
Applies a risk review for diversification, portfolio characteristics and tax impact.
Finally, the models are combined into a portfolio intended to outpace the Russell 1000 Value Index.
|Bridgeway Capital Management, Inc.||