Perspectives Stating Where We Stand Filter Filter Topic Firm and Culture International Investments US Type Article Podcast Video Author Andrew L. Berkin, PhD Jacob Pozharny, PhD Kai Liu, CFA Christine Wang, CFA, CPA Cindy Griffin, CIPM Ben Lanning Geoff Crumrine Sri Lakshmanan, CFA John Montgomery Amitabh Dugar, PhD, CPA David Jennings Tammira Philippe, CFA Strategy Emerging Markets Small-Cap Large-Cap Value Small-Cap Value Ultra-Small Company Market Loading... May 14, 2025 | Perspectives Factoring in Volatility How to stay calm in times of turbulence May 5, 2025 | Perspectives Trade Battles and Tariff Shocks: Strategies to Immunize Your Portfolio When Markets Are the Battleground Key Points As global trade tensions escalate and tariffs create significant market uncertainty, investors... April 15, 2025 | Perspectives Investing in the Age of AI: Why Intangible Assets Matter More Than Ever The traditional rulebook for evaluating companies is becoming obsolete. Today’s most valuable corporate assets... March 28, 2025 | Perspectives Hidden Value, Smarter Investing: How Intangible Assets Shape Bridgeway’s Absolute Return Strategies In the world of investing, it’s easy to focus on what you can see... March 26, 2025 | Perspectives Systematic Investing: Recognizing What We Know—and What We Don’t Quantitative investment processes may appear as a “black box” to potential clients—opaque, complex, and... March 3, 2025 | Press Release Bridgeway Capital Management Announces Appointment of Merrillyn J. Kosier to Board of Directors Houston, TX – March 3, 2025 – Bridgeway Capital Management, an investment firm known... February 25, 2025 | Perspectives How Many Stocks Are Effectively in the S&P 500? It is a trick question, but the implications are important. February 4, 2025 | Press Release Bridgeway Capital Management Announces Appointment of Industry Veteran Seema Ackerman as Head of Distribution, Marketing, and Client Service Houston, TX – February 4, 2025 – Bridgeway Capital Management, an investment firm focused... October 21, 2024 | Perspectives Bridgeway Capital Management Launches Absolute Return-Focused Bridgeway Global Opportunities Fund (BRGOX) Built for Institutions, Now Open to Retail Investors, the Fund to Close at $150... October 20, 2024 | Perspectives Waiting On The World to Change As small-cap value investors, sometimes it feels like you are just Waiting on the... August 14, 2024 | Perspectives Big Down Days: What Does It Mean? While stocks have recently seen some big down days, these are hardly unprecedented but... July 8, 2024 | News Resilience Houston’s largest airport logged sustained winds of 58 mph with gusts of 83 mph... March 8, 2024 | Perspectives An All-Time High Recently the large cap US S&P 500 index hit an all-time high, closing above... March 6, 2024 | News Bridgeway Expands Responsible Investing and Client Service and Marketing Teams We’d like to welcome three new members to the Bridgeway team – Justin Goldstein,... January 29, 2024 | Perspectives The Incredible Structural Alpha In their 2020 book The Incredible Shrinking Alpha, Larry Swedroe and Andrew Berkin noted,... December 12, 2023 | Perspectives Factoring in Inflation After years of laying low, inflation emerged in 2021 and has remained elevated. In... December 11, 2023 | Perspectives Bridgeway Honored with Pensions & Investment’s Best Places to Work Bridgeway Capital Management (Bridgeway), announced it has been named one of the Best Places... September 15, 2023 | Perspectives Why Emerging Markets Small-Cap? Bridgeway launched our first non-US equity strategy in 2021, Bridgeway Emerging Markets Small-Cap. We... August 15, 2023 | Perspectives A Practitioner’s Guide to Trading ETFs A useful guide for advisors and individual investors navigating ETF trades July 24, 2023 | Perspectives Waiting on the World to Change – Small-Cap Value Investors We believe small-value stocks have an appropriate role in portfolios with a long-term investment... February 15, 2023 | News Bridgeway Announces Leadership Transition Bridgeway Capital Management is announcing that Tammira Philippe is stepping down as President and... October 4, 2022 | News Bridgeway Capital Management Names Elena Khoziaeva and Jacob Pozharny Co-Chief Investment Officers Alongside Founder John Montgomery HOUSTON — September 30, 2022 — Bridgeway Capital Management (Bridgeway), a leader in relational... December 28, 2021 | Thought Capital Party Like It’s 1972: What Can the Nifty Fifty Teach Us About Today’s Market? Hot stocks, even if resulting from strong financial performance, do not guarantee investing success... August 13, 2021 | Perspectives Emerging Markets Small-Cap Investment Landscape: August 2021 As we continue to monitor economic and market trends in emerging markets (EM), we... June 30, 2021 | Perspectives A Factors-Based World – Meb Faber Show Podcast starring John Montgomery, Founder and CIO The following podcast originally appeared on June 23, 2021, on the Meb Faber Show.... May 17, 2021 | Perspectives Emerging Markets Small-Cap Investment Landscape: May 2021 The emerging markets category comprises dozens of countries with unique financial, political, and geographic... May 6, 2021 | Perspectives “Room to Run” with US Small-Cap Value Stocks? We believe small-value stocks have an appropriate role in portfolios with a long-term investment... April 26, 2021 | Perspectives Why Emerging Markets Small-Cap? Executive Summary Bridgeway’s goal to be an enduring firm and to serve our clients,... March 31, 2021 | Perspectives Equity Investing in the Age of Intangibles The following article originally appeared in the Financial Analysts Journal, Volume 77, Issue 2,... March 18, 2021 | Perspectives The Trading Review of 2020 That You’ve Heard About…and the One You Haven’t I promised myself I would not use the word “unprecedented” when talking about financial... March 9, 2021 | Perspectives Crisis and Opportunity: The Overlooked Role of Ultra-Small Stocks After a year of uncertainty, historical data suggests looking to the smallest stocks for... February 10, 2021 | Perspectives A Systematic Approach to Extreme Stock Moves Certain individual stocks have seen extraordinary market moves in the past few weeks. Read... January 15, 2021 | Perspectives Measuring Intangible Capital Intensity: A Global Analysis Bridgeway’s research leads to a new framework for addressing intangible assets in equity portfolios.... November 13, 2020 | Perspectives Small Value – One of These is Not Like the Others Heard enough already about value’s underperformance and why the evidence suggests staying the course? ... September 30, 2020 | Perspectives Factoring in Bear Markets Bear markets and recessions are not identical, but investor responses should be. Staying the... July 17, 2020 | Perspectives Stress Test: How Factors Perform Before, During, and After Recessions Examining factor returns from past recessions reinforces the importance of diversification and the dangers... June 4, 2020 | Perspectives Standing in Solidarity The killing of George Floyd, Ahmaud Arbery, Breonna Taylor, and too many other Black... May 18, 2020 | Perspectives Does Value Just Need Some Growth? Value stocks have been lagging their growth counterparts for some time now, and that... April 24, 2020 | Perspectives Value’s Defining Moment — When Definitions Matter Less One of the important concepts underpinning Bridgeway’s investment philosophy is that strong factor exposure... March 20, 2020 | Perspectives Thoughts on Confronting a Crisis — Pandemic, Market, or Otherwise The fear and uncertainty around the coronavirus — and its impact on our families,... March 13, 2020 | Perspectives How Bridgeway is Responding to the Coronavirus Pandemic Like all of you, we have been monitoring development of the coronavirus (COVID-19) pandemic... May 4, 2019 | Perspectives To Stop A Warlord Book Launch in Houston ...
