Bridgeway is an Eight-Time Honoree

Houston, Texas, December 11, 2023 – Bridgeway Capital Management (Bridgeway), announced it has been named one of the Best Places to Work in Money Management is one of the distinguished honorees in the 2023 Best Places to Work in Money Management awards announced today by Pensions & Investments. This is the eighth year that Bridgeway has been honored with the award.

Presented by Pensions & Investments, the global news source of money management and institutional investing, the 12th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.

“As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I Executive Editor Julie Tatge. “Even as firms grappled with volatile markets and ongoing stresses from the pandemic, their employees said they felt strong support from their managers, enabling them to do their best work.’’

“Pensions & Investments is proud to honor the Best Places to Work in Money Management for the 12th year. A strong workplace culture that supports talent, advocates progress, and drives innovation is paramount to driving the best outcomes, and these asset managers demonstrate that. Congratulations to the 2023 honorees for their commitment to employee well-being, attractive incentive structures, and talent development that demonstrate how investing in your employees can elevate our industry to greater heights,” said P&I President and Publisher Nikki Pirrello.

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.

For a complete list of the 2023 Pensions & Investments’ Best Places to Work in Money Management winners and profiles of the top 100 firms across size categories, go to www.pionline.com/BPTW2023

About Bridgeway Capital Management

Bridgeway Capital Management offers expertly designed investment strategies, sub-advisory services, ETFs, 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.

About Pensions & Investments’ Best Places to Work Survey

Pensions & Investments (P&I) partnered with Best Companies Group to conduct a survey of employers and their employees based on a lookback of 2023. On December 11, 2023, Bridgeway Capital Management was recognized as a distinguished honoree in the 2023 Best Places to Work in Money Management survey in the firm category size of 20-49 employees. Bridgeway does not pay to participate in the P&I Best Places to Work in Money Management survey but does pay for the rights to publicize the award.

Pensions & Investments is a global news source that provides timely and incisive coverage of events affecting the money management and retirement businesses. Since 2012, Pensions & Investments has conducted an annual survey and recognition program dedicated to identifying and recognizing best employers in money management industry. Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.  Pensions & Investments named 123 firms for 2023 (121 for 2022, 100 for 2021, 94 for 2020, 76 for 2019, 69 for 2018, 61 for 2017, 34 for 2015, and 29 for 2014) as Best Places to Work in Money Management.

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

For a PDF version of this announcement, please use the following link:
Bridgeway Best Places to Work Announcement

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.

For a PDF download of this thought piece, please use the following link:

PRESS RELEASE – Bridgeway and RadiantESG Announcement

To view the press release on BusinessWire, please use the following link:

PRESS RELEASE – BusinessWire

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