All Strategies Share the Same Investment Philosophy
- Disciplined and statistically driven
- Based on academic research
- Efficiently traded
- Risk managed
Bridgeway’s disciplined, systematic process spans three different investment areas – US equity, international equity, and alternatives.
Bridgeway’s strategies in each investment area offer a unique approach to strong factor exposure and diversification for portfolios.
US Equity
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Select Strategies |
Omni Strategies |
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Objective |
Multi-factor diversification
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Broad diversification
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Details |
Select strategies focus on multi-factor investment and feature multiple investment themes with narrower stock selection. We strive to achieve upside capture while providing the potential for a measure of downside protection through diligent risk management. Select strategies pursue long-term, risk-adjusted investment performance in a variety of market environments. |
Omni strategies are constructed based on fundamental academic research that relies on market efficiency. We strive to capitalize on proven methods to better capture the risk premiums available in targeted asset classes. Omni strategies are constructed to ensure broad diversification within their unique part of the equity market and to provide specialized risk premium exposure. |
Strategies Offered |
Aggressive Investors I Multi-factor diversification in a flexible equity strategy |
Blue Chip Blue chip investing with a “buy low, sell high” rebalancing approach |
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Large-Cap Growth A diversified approach to investing in large-cap growth stocks |
Omni Small-Cap Value Broad diversification within the small-cap value universe |
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Large-Cap Value A diversified approach to investing in large-cap value stocks |
Ultra-Small Company Market Capture the risk and return potential of the ultra-small universe |
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Small-Cap Value A diversified approach to investing in small-cap value stocks |
International Equity
Emerging Markets Small-Cap
An emerging markets small-cap strategy that combines an adaptive approach to intangible capital intensity with a differentiated approach to portfolio construction through active share proportionality and factor exposure parity.
Alternatives
Managed Volatility
A targeted mix of equities, derivatives, and fixed income securities designed for more stable returns in many market conditions
Services Available to Institutional Investors and Advisors
Separate Account Strategies are currently available as separately managed accounts (SMAs) and only to institutional investors.
Sub-Advisory Services enable other professional managers to offer investment services in a cost-effective way. Our portfolio managers and analysts are also readily available to our sub-advisory clients. For more information about our sub-advisory services, please contact us at 713-661-3500, option 1.
Bridgeway Mutual Funds offer distinct choices for meeting individual portfolio needs. Our no-load mutual funds complement the investment philosophies and objectives of all types of investors. To learn more about the mutual funds built around our Select and Omni strategies, please visit Bridgeway Mutual Funds.
