HOUSTON — September 30, 2022 — Bridgeway Capital Management (Bridgeway), a leader in relational investing, announced today that Elena Khoziaeva, CFA (Portfolio Manager and Head of US Equity) and Jacob Pozharny, PhD (Portfolio Manager and Head of International Equity) have been named Co-Chief Investment Officers (Co-CIO) alongside current CIO and Bridgeway founder John Montgomery.

Creating the Co-CIO role is an important milestone in Bridgeway’s goal to build an enduring firm and is part of our long-term succession planning. As Co-CIOs, all three will share responsibility for guiding the investment management team at Bridgeway, including investment research, portfolio management, risk management, client relationship support, and professional development to ensure the best use of the investment management team’s resources. All three will retain their portfolio manager roles.

I’m thrilled to be partnering with Elena and Jacob as Co-CIOs and reminded daily of the honor and joy of working with such talented individuals,” said John Montgomery. “We work hard at Bridgeway to combine the strengths of cognitive and identity diversity, collaboration, and alignment. On one hand, their elevation represents a small change—we’ve had shared leadership and accountability for more than a decade on the investment team and in our portfolios. On the other hand, this recognizes the growth of these two outstanding professionals and sets us up for an extraordinary future of bringing our clients, colleagues, and community the best we have to offer.

Elevating Khoziaeva and Pozharny to Co-CIOs reflects Bridgeway’s commitment to investment team development, succession planning, and the recognition of their leadership and strong contributions to Bridgeway. In her 21 years with Bridgeway, Khoziaeva has risen to Head of US Equity through her skills in portfolio management, investment research, project management, and team leadership. Since joining Bridgeway in 2018, Pozharny has guided the firm’s development of international and global quantitative equity and alternative strategies. He has over 28 years of experience leading investment teams, managing equity portfolios, and research leadership at QMA, a Prudential Global Investment Management (PGIM) company, and TIAA-CREF (now TIAA).

All three Co-CIOs will report to Bridgeway President and CEO Tammira Philippe. “This is an important step in Bridgeway’s mission to build an enduring firm focused on clients, colleagues, and community,” said Tammira Philippe. “Jacob, Elena, and John have all demonstrated leadership and commitment to Bridgeway’s relational investing principles. Shared responsibility for investment excellence is exactly what we designed to happen in a firm that fosters diversity and the development of each individual’s unique talents. We are excited about what’s ahead for our investors and the world with the guidance of these leaders.”

About Bridgeway Capital Management

Bridgeway Capital Management is a Houston-based investment management firm founded in 1993. We believe our strong and principled organizational culture, coupled with our disciplined investment process, allows us to deliver innovative investment solutions to institutions, advisors, and individuals. Bridgeway is a leader in relational investing, which unites results for investors with returns for humanity. Our approach to investing is statistical and evidence-based, motivated by a passion for servant leadership and global impact, which we accomplish by donating 50% of our firm’s earnings to organizations making a positive impact. Based on the evidence, we firmly believe that diverse and inclusive teams and organizations make better decisions and achieve better outcomes.

The opinions expressed here are exclusively those of Bridgeway Capital Management (“Bridgeway”). Information provided herein is educational in nature and for informational purposes only and should not be considered investment, legal, or tax advice.

Bridgeway Broadens Capabilities

September 05, 2018

HOUSTON–(BUSINESS WIRE)–Bridgeway Capital Management (Bridgeway), an independent, statistically driven investment manager, today announced the broadening of its investment capabilities to comprise international equity strategies. Concurrently, the firm said it hired Jacob Pozharny, Ph.D., formerly head of international equity research and portfolio management at QMA, a Prudential Global Investment Management (PGIM) company, to helm Bridgeway’s new international investing competency. In this role, Pozharny will work with the Bridgeway team to drive the development and growth of international and global quantitative equity and alternative strategies and contribute to US strategies. He will also support client relationship efforts, while enhancing Bridgeway’s presence as a thought leader.

Jacob Pozharny

Bridgeway currently manages multiple US, long-only equity strategies with approximately $10 billion deployed across institutional separate accounts, sub-advisory relationships, and mutual funds.

“Having an investor of Jacob’s significance join our strong team is a testament to the advantages of our unique company culture and 25-year commitment to statistically driven, evidence-based investing. This is a major step forward in our mission to build an enduring firm with an extraordinary commitment to our clients, colleagues, and community,” said Tammira Philippe, Bridgeway’s President and CEO. “Bridgeway has been distinctive with growth in assets of 30% annualized over the last five years, and we’ve had multiple expressions of interest for the application of our disciplined investment approach to equities outside the United States. We’re delighted to have Jacob lead our international effort and look forward to building more value for clients together.”

Immediately before joining Bridgeway, Pozharny spent nine years at QMA as head of international equity research and portfolio management. There, he oversaw a $15 billion quantitative equity investment platform spanning global, developed, emerging and small-cap separate accounts and commingled equity strategies. He defined the vision and executed the strategy for the build-out of a quantitative stock selection and portfolio construction platform delivering visualization of portfolio content and effective risk budgeting. As of 2017, as lead portfolio manager, his five and seven year track record for his team’s suite of long-only products was exceptional. His team consistently outperformed global, EAFE, EM, EAFE small-cap and EM small-cap benchmarks.

Previously, Pozharny served as head of international quantitative equity at TIAA-CREF (now TIAA), where he led a $10 billion-plus equity platform and functioned as lead portfolio manager for international equity strategies.

Pozharny started his career at the Federal Reserve Bank of San Francisco in 1993, consulted at BCA Research in Montreal, and was an institutional equity portfolio manager at Nicholas-Applegate Capital Management before joining TIAA in 2001.

Pozharny received his Ph.D. in Applied Statistics from the University of California, Riverside; an MS in Statistics from the University of California, Riverside; an MS in Finance from the University of California, Santa Cruz; and a BA in Economics, also from the University of California, Santa Cruz.

Noted John Montgomery, Bridgeway’s Founder and CIO, “This is as exciting a time at Bridgeway as I can recall in the last 25 years. Without a doubt, Jacob is committed to our top value of integrity and putting our clients’ interests first. We look for distinctive individuals to join our team who share our passion for logic, data, and evidence, and want to build a different kind of investment firm. Jacob stands out in every dimension that we seek. Our entire team is steadfast in our focus on our current clients and US strategies and excited to collaborate with Jacob to broaden our capabilities to international equity and alternatives.”

Said Pozharny, “I’m thrilled to join Bridgeway, a mission-driven firm that shares my values and has pioneered quantitative investing for more than a quarter of a century. I see a tremendous opportunity to leverage my experience as part of a dynamic team to build on Bridgeway’s existing institutional-grade, evidence-driven US equity platform and continue to deliver exceptional investment outcomes in emerging, international, and global equity strategies for the most sophisticated clients.”

About Bridgeway Capital Management

Bridgeway Capital Management offers expertly designed investment strategies, sub-advisory services, and mutual funds to select institutions and advisers. Bridgeway believes that a disciplined statistical process – grounded in academic theory and fundamental data – drives success in long-term investing. Putting investors’ interests first is a hallmark of the firm’s unique culture and core business values of integrity, performance, efficiency, and service. Committed to community impact, Bridgeway donates 50% of its profits to non-profit and charitable organizations. More information on Bridgeway is available at bridgeway.com.

Contact

Bridgeway Capital Management
Tony Ledergerber, (832) 204-8218
tledergerber@bridgeway.com

HOUSTON, TEXAS — May 11, 2017. Tammira Philippe, President of Bridgeway Capital Management, Inc., has been recognized for her leadership in Money Management Executive’s 2017 “Top Women in Asset Management Awards.” The annual awards celebrate women who are making substantial impacts on their organizations and the asset management industry as a whole.

Bridgeway Capital Management is an independent, statistically driven investment manager. Since becoming President in 2016, Tammira has overseen substantial growth that includes a 39% increase in assets under management, to $8.4 billion, and the addition of key personnel, such as a dedicated institutional sales professional and a head of technology. At the same time, she has focused on strengthening Bridgeway’s unique, client-centered culture and commitment to expertly designed, evidence-based investing strategies.

“The fact that I’m in the position to be considered for this award is a testament to the culture that Bridgeway has created—a workplace where individuals from diverse backgrounds can thrive and are encouraged to make use of their greatest gifts, so we can deliver at the highest level for our clients, our communities, and each other,” says Philippe. “As a leader, my job is to protect this culture and empower our team to continue building a new model for the financial services industry.”

Tammira began her career at Bridgeway in 2005. As President, her responsibilities include development and execution of the firm’s strategy, oversight of all operations, and contributing to the marketing and client service efforts. Prior to becoming President, Tammira led strategy and operations projects at Bridgeway from 2005 to 2010 and was head of Marketing and Client Service from 2010 to 2016.

Before joining Bridgeway, she was a consultant for McKinsey & Company and worked in marketing and business development for ICO, a global satellite communications startup. She received an MBA from Stanford’s Graduate School of Business, and graduated summa cum laude with a BS in Computer Science from Texas A&M University. She holds the Chartered Financial Analyst (CFA) designation.

She says she is fortunate to have spent her entire financial services career with a company that’s actively working to improve the industry’s diversity for the benefit of clients: Half of Bridgeway’s portfolio managers are women, as are more than half of the firm’s team leaders.

“It’s striking that our industry has such a poor record of attracting a diverse set of professionals, especially given that the people we serve are such a diverse and varied group,” says Philippe. “I believe our industry must do a better job of focusing on our noble purpose—stewarding financial assets so clients can achieve their life goals or the goals of the beneficiaries they serve. By clarifying and committing to this calling, we will be in a better position to attract the best people from a broad range of backgrounds.”

About Bridgeway Capital Management

Bridgeway Capital Management, offers expertly designed investment strategies, mutual funds, and sub-advisory services to select institutions and advisors. Bridgeway believes that a disciplined, statistical process – grounded in academic theory and fundamental data – drives success in long-term investing. Putting investors’ interests first is a hallmark of the firm’s unique culture and core business values of integrity, performance, efficiency, and service. Committed to community impact, Bridgeway donates 50% of its profits to non-profit and charitable organizations. More information on Bridgeway is available at www.bridgeway.com.

Media contact:

Tony Ledergerber, Bridgeway Capital Management, (832) 204-8218, tledergerber@bridgeway.com

HOUSTON, March 30, 2016. Today, Bridgeway Capital Management (Bridgeway), an independent, statistically driven investment manager, has named Tammira Philippe as President.

Philippe has worked for Bridgeway since 2005, serving in operations and strategic planning roles. Most recently, she was head of the Marketing and Client Service team. Before joining Bridgeway, she was a consultant for McKinsey & Company and worked in marketing and business development for ICO, a global satellite communications startup.

She received an MBA from Stanford’s Graduate School of Business, and graduated summa cum laude with a BS in Computer Science from Texas A&M University. She holds the Chartered Financial Analyst (CFA) designation.

As President, Philippe will guide Bridgeway’s strategic direction and oversee all operations. She will provide financial and compliance oversight and continue to support client service and development efforts.

“During my 11 years with Bridgeway, I’ve seen the advantages of our unique company culture and commitment to statistically driven, evidence-based investing,” said Philippe. “We’re building a new model for the investment management industry—one that benefits our clients, our Partners, and our communities. I’m excited to lead Bridgeway and work with our strong team to build an enduring firm that strives for better investment outcomes for our clients and brings positive change to the world.”

Philippe’s experience and qualifications made her the ideal person to build on the success Bridgeway has experienced since the firm’s founding in 1993.

“Tammira embodies our culture and values, has strong relationships with our clients, and has been involved in key strategic planning and management decisions for more than a decade. She also has a strong vision for what Bridgeway can achieve in the future, and the energy to make that vision a reality,” said John Montgomery, Bridgeway’s Founder, Chairman, and Chief Investment Officer.

Bridgeway’s investment strategy and process will remain the same. John Montgomery will remain Bridgeway’s Chairman and Chief Investment Officer, and Bridgeway’s portfolios will continue to be managed with a team approach.

About Bridgeway Capital Management and Bridgeway Funds

Bridgeway Capital Management, Inc., offers expertly designed investment strategies, mutual funds and sub-advisory services to select institutions and advisors. Bridgeway believes that a disciplined, statistical process – grounded in academic theory and fundamental data – drives success in long-term investing. Putting investors’ interests first is a hallmark of the firm’s unique culture and core business values of integrity, performance, cost efficiency and service. Committed to community impact, Bridgeway donates 50% of its investment advisory fee profits to non-profit organizations. More information on Bridgeway is available at www.bridgeway.com.

Media contact:

Tony Ledergerber, Bridgeway Capital Management, (832) 204-8218, tledergerber@bridgeway