Investment Objective
The Fund seeks to provide long-term total return on capital, primarily through capital appreciation and
some income.
A STATISTICALLY DRIVEN APPROACH
Bridgeway Capital Management 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, president, CEO and co-chief investment officer of Bridgeway Capital Management; industry since 1993
- Elena Khoziaeva, CFA, co-chief investment officer; industry since 1998
- Michael Whipple, CFA; industry since 2002
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.
Total Fund Assets
$392.0 Million
Sub-Advisor (%)
Bridgeway Capital Management, LLC |
100.0
|
FUND overview flyer*
A New Model
for Value Investing
sub-advisor videoS
John Montgomery,
Bridgeway Capital Management, LLC
[3.22]
Do Bridgeway Portfolio Managers Invest
in the Funds They Manage? [2:04]
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