Firm is a Four-Time Honoree

Bridgeway Capital Management (Bridgeway), an independent, statistically driven investment manager, announced it has been named one of the Best Places to Work in Money Management by Pensions & Investments, an international newspaper dedicated to institutional investing. This is the fourth year that Bridgeway has been recognized by Pensions & Investments as one of the top employers in the money management industry.

Bridgeway ranked 3 among 19 firms in the category of managers with 20-49 employees. Last year, Bridgeway ranked fourth among the five winning firms in the same category. Prior to this, Bridgeway earned first and third place rankings in 2015 and 2014, respectively.

“We’re pleased to receive this honor once again from Pensions & Investments. Bridgeway’s mission states that our greatest resource is people and we strive to put that in action every day” said Tammira Philippe, Bridgeway’s President and CEO. “We’re continuously pushing ourselves to find new ways to support each team member to reach their full potential, which in turn fosters a culture of inclusion and innovation throughout the company.”

According to Bridgeway’s biennial survey, Partners cite the ability to pursue meaningful and challenging work as the top reason for staying with the firm, followed by the sense of purpose they feel in their jobs. Bridgeway’s culture is built on transparency and open communication, as well as trust and accountability.

“Service to our clients, colleagues, and community is one of our core values, and we challenge each team to lead one firm-wide service project every year,” Philippe noted. “This past year, the impact of Hurricane Harvey pushed us to up our game even more. We established a fund to support our Partners who were directly affected by the storm, and we allocated two extra days of service as a company in place of staff meetings.”

Philippe noted that 2018 has been a big year of change for the firm, which included expanding its investment capabilities to include international equity strategies and hiring Jacob Pozharny, Ph.D., to helm these new international investing efforts. The ability to grow the company while maintaining high levels of satisfaction for its Partners and clients is a point of pride for Bridgeway—and a top priority for Philippe and the leadership team in the years to come.

Since 2012, Pensions & Investments has ranked U.S. money managers based on the results of employer and employee surveys conducted by its partner on the project, Best Companies Group. An anonymous employee survey, which aims to evaluate employee engagement and satisfaction, accounts for 75% of a firm’s score; an employer survey, which evaluates workplace policies, practices, benefits and demographics, makes up 25%. Survey respondents cite their colleagues, their firm’s culture and their benefits as factors that make top-ranked organizations great places to work.

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.

Media Contact:

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

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

Assisting with Relief and Recovery

As Houston and the Gulf Coast region continues to recover from the historical flooding caused by Hurricane/Tropical Storm Harvey, clients and friends of Bridgeway have asked how they can help. To that end, we suggest supporting the Hurricane Harvey Relief Fund, which is being administered by the Greater Houston Community Foundation.

In addition, we asked current and former Partners, as well as other Houston-area friends, to suggest other local organizations doing important work during this time of need. Below are some of their suggestions:

Houston Food Bank
Baker Ripley Second Mile Mission Center Attack Poverty SEARCH

Thank you for your thoughts and support during this difficult time. If you have any questions and would like to contact Bridgeway, please refer to the following link: Contact us.

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