All Strategies Share the Same Investment Philosophy
- Disciplined and statistically driven
- Based on academic research
- Efficiently traded
- Risk managed
Intelligently Designed Investment Building Blocks for Institutions and Advisors
Bridgeway’s two distinct families of investment strategies — Select and Omni — each offer a unique approach to strong factor exposure and diversification for portfolios.
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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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Managed Volatility A targeted mix of stocks, derivatives, and fixed income securities designed for more stable returns in many market conditions |
Omni Small-Cap Value Broad diversification within the small-cap value universe |
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Large-Cap Growth A diversified approach to investing in large-cap growth stocks |
Ultra-Small Company Market Capture the risk and return potential of the ultra-small universe |
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Large-Cap Value A diversified approach to investing in large-cap value stocks |
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Small-Cap Growth A diversified approach to investing in small-cap growth stocks |
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Small-Cap Value A diversified approach to investing in small-cap value stocks |
Services Available to Institutional Investors and Advisors
Both our Select and Omni strategies are accessible in one of three ways:
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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.
