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.

Select Strategies

Omni Strategies

Objective

Multi-factor diversification

 

Broad diversification

 

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

Managed Volatility

A targeted mix of equities, 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

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

Large-Cap Value

A diversified approach to investing in large-cap value stocks

Small-Cap Growth

A diversified approach to investing in small-cap growth stocks

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 Accounts Icon

Separate Account Strategies are currently available as separately managed accounts (SMAs) and only to institutional investors.

Sub-Advisory Icon

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.

Mutual Funds Icon

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.