Houston, Texas (Oct. 12, 2021) – Bridgeway Capital Management (“Bridgeway”), a leader in relational investing, and RadiantESG Global Investors (“RadiantESG”), leaders in delivering next-generation ESG investment solutions, are delighted to announce a collaboration between their firms to expand ESG integration in Bridgeway’s US Large-Cap Growth strategy. 

The collaboration began as a consulting arrangement in 2020 with Bridgeway’s Responsible Investing Committee seeking expertise and insight from RadiantESG to assess the evolving ESG landscape and expand ESG considerations in Bridgeway’s statistical, evidence-based investment process.  The consulting relationship evolved organically to identify opportunities to serve investors together, resulting in collaboration on research for Bridgeway’s Large-Cap Growth strategy starting in March 2021.  Today, Bridgeway integrates ESG considerations into investment decisions for the Bridgeway Large-Cap Growth strategy with a differentiated, diversified approach that utilizes ESG ratings complemented by RadiantESG’s controversy and impact insights and implemented by Bridgeway’s diverse, experienced team of investment professionals.  Both RadiantESG and Bridgeway incorporate ESG considerations in all investment offerings, although their collaboration is currently focused on Bridgeway’s Large-Cap Growth strategy.

Bridgeway and RadiantESG share a passion for systematic investing and making a big difference for investors and the world.  Both firms believe strongly in the power of diversity, equity, and inclusion and embrace the vital role that capital markets play in furthering progress on environmental, social, and governance issues.

Bridgeway’s President and CEO, Tammira Philippe, says, “As Bridgeway builds an enduring firm with an extraordinary commitment to clients, colleagues, and community, we are excited to expand the integration of ESG considerations in our investment strategies and collaborate with RadiantESG Global Investors.  From the moment we met, I could see our alignment on making a positive impact for investors, our industry, and the world.”

Heidi Ridley, RadiantESG’s co-founder and CEO, added, “ESG information is vital if we are to understand the true threats and opportunities companies face.  We are thrilled that our consulting engagement with Bridgeway evolved into an exciting product collaboration that enables us to leverage our unique ESG insights through a creative partnership with an organization that shares our commitment to fostering meaningful change.”

“As we expanded our systematic ESG research and integration in all Bridgeway investment strategies, RadiantESG met our high standards for rigorous analysis and thoughtful implementation.  We are pleased to have their insights on controversy and impact to help us evaluate opportunities and risks in our US Large-Cap Growth strategy,” remarked Elena Khoziaeva, Bridgeway’s Head of US Equity. 

Kathryn McDonald, RadiantESG’s co-founder and head of investments and sustainability, added, “There was an immediate meeting of the minds between Bridgeway and RadiantESG.  We have a shared foundation in quantitative, proof-based approaches to equity investing and a belief that sustainable investing does not mean sacrificing returns.  Our partnership is aimed at creating something that we believe is superior to other offerings.”

About Bridgeway Capital Management

Bridgeway Capital Management is a leader in relational investing which unites results for investors and returns for humanity by taking an innovative approach to asset management.  Headquartered in Houston, Texas with over $5 billion in assets under management, Bridgeway offers intelligently designed investment strategies, sub-advisory services, and mutual funds to select institutions and advisors.  Relational investing is a statistical, evidence-based investment approach motivated by a passion for servant leadership and global impact which Bridgeway accomplishes by donating 50% of firm profits to organizations making a positive impact.  Since 1993, putting investors’ interests first has been a hallmark of the firm’s stewardship culture and core values of integrity, performance, efficiency, and service.  Bridgeway is determined to tackle some of the toughest problems on the planet. The bestselling book, To Stop A Warlord, by Bridgeway Foundation CEO Shannon Sedgwick Davis, highlights one example of Bridgeway’s global action for humanity.  More information on Bridgeway is available at bridgeway.com.

About RadiantESG Global Investors

RadiantESG Global Investors is a female and minority-owned, independent asset management firm focused on delivering next-generation ESG investment solutions for institutional and wealth management clients worldwide.  RadiantESG Global Investors intends to offer a range of investment strategies anchored on a proprietary Positive Change approach to ESG which captures ESG Leaders, ESG Evolvers, and Impact Leaders (UNSDG-aligned companies) underpinned by its ESG Mosaic framework for analyzing ESG and impact data on a global universe of companies. The strategies will aim to address shifts in demographics and the growing demand for more sustainable investment solutions.  More information on RadiantESG is available at radiantesg.com.

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

IMPORTANT INFORMATION

The opinions expressed here are exclusively those of Bridgeway. Information provided herein is educational in nature and for informational purposes only and should not be considered investment, legal, or tax advice. Investing involves risk, including loss of principal. Past performance is not a guarantee of future results.

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PRESS RELEASE – Bridgeway and RadiantESG Announcement

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PRESS RELEASE – BusinessWire

HOUSTON, May 7, 2020 — Bridgeway Capital Management (Bridgeway), an independent, statistical, evidence-based investment manager, announced today that Geoff Crumrine has joined the firm as Partner, Head of Client Service and Marketing.

In this position, Crumrine will lead the team responsible for client development efforts that focus on continued growth in Bridgeway’s institutional separate accounts, sub-advisory services and mutual funds. In particular, he will help broaden the firm’s service to clients to include US, international, emerging market, and alternative equity strategies. Bridgeway believes principles are the foundation of prosperity, and Crumrine’s depth of experience and relationships will accelerate efforts to become a preferred steward of assets for institutional clients and the consultants who serve them. He also will guide a client service approach that upholds Bridgeway’s servant leadership model and commitment to putting the needs of investors first.

Geoff Crumrine

“We are always searching for that rare alignment of passion and expertise to join the Bridgeway team, and we structured our firm systematically from inception to hire top talent when others are pulling back so that we are positioned to come out ahead in a recovery. Geoff is one of those people we just knew we had to have,” said Tammira Philippe, President and CEO. “Geoff’s vision for his new role and building an enduring firm is tightly aligned with ours, and we look forward to the many contributions he’ll make to our clients, colleagues, and community.”

Crumrine brings to Bridgeway more than 25 years’ experience in financial services, having operated in various external and leadership roles in consultant relations, client relationship management, sales, marketing, retail, and support functions. The investment strategies he’s represented include global equity and domestic fixed income, hedge funds, and various other alternative strategies. Crumrine’s approach matches Bridgeway’s commitment to serving clients who value independent thought, embrace a long-range mindset and share a vision to directly benefit humanity.

“I’m delighted to join Bridgeway and its client-focused team that pursues an extraordinary mission,” said Crumrine. “The firm is known throughout the industry for its distinctive approach to money management, and the dedication of its team who’ve been working together for decades to build an enviable brand that unites service to clients and community. In the fabric of the firm, Bridgeway embraced high ESG standards before ESG was a widely used term, and I look forward to working with investors and our team to address evolving needs in that area as well.”

Crumrine reports to Tammira Philippe, Bridgeway’s President and CEO. He will work closely with the other senior leaders and will direct an experienced Client Service and Marketing team focused on a deep commitment to clients and achieving business growth as a result of building trust and delivering as designed.

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 and helps tackle some of the toughest problems on the planet. An inspiring account of some heroes that Bridgeway has supported in communities in Africa is highlighted in To Stop A Warlord, by Shannon Sedgwick Davis, CEO of Bridgeway Foundation. More information on Bridgeway is available at bridgeway.com.

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

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

HOUSTON, TEXAS – September 21, 2016 – Bridgeway Capital Management (Bridgeway), an independent, statistically driven investment manager, announced today that Devin Benton has joined the firm as Director, Institutional Sales and Client Relations.

In this new position for Bridgeway, Benton will develop relationships with institutional clients such as public plans, foundations and endowments, as well as the consultants who serve them. Bridgeway’s recent success with institutional clients has come from a shared goal of providing better outcomes for investors. Benton will help strengthen these relationships by listening to the needs of institutional clients and matching them with the discipline and expertise that Bridgeway offers.

“We have seen how our investment philosophy resonates with the institutional market, and we needed a special kind of person to help us bring it to a wider set of investors,” says Tammira Philippe, President of Bridgeway Capital Management. “We are delighted we found someone of Devin’s caliber who believes in our evidence-based investment process, shares our commitment to putting investors first, and also wants to make a difference in the world.”

Benton comes to Bridgeway with more than 15 years’ experience in the investment industry, with a strong focus on serving public and corporate plan sponsors, foundations and endowments, and investment consultants. Prior to entering financial services, Benton served as an officer in the U.S. Army, achieving the rank of Captain.  Leading teams comprised of individuals from a wide range of cultures and backgrounds demonstrated the value of diverse perspectives in building teams, working toward common goals and achieving shared success. He believes those skills are critical to successful outreach to a range of potential clients, from the largest institutional investors to small municipal plans and family foundations.

Bridgeway’s unique corporate culture, which includes a pledge to donate 50% of profits to charitable organizations, also offered Benton a chance to better align his private-sector career with his personal commitment to serving others.

“I have yet to see another firm in the industry that offers Bridgeway’s combination of world-class investment strategies and record of delivering exceptional results, along with the values and principles that our firm lives by every day,” says Benton. “I’m excited to be working at a place that is committed to doing everything it can for clients, while also serving our communities in incredibly impactful ways.”

Benton will report to Dick Graf, the head of Bridgeway’s Marketing and Client Service team. He plans to spend much of his time on the road, meeting with institutional investors and consultants to show how Bridgeway’s expertise can help them meet their own fiduciary responsibilities.

About Bridgeway Capital Management

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, 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