Blue Chip

Overview

Investment Objective

To manage a simple, low-risk, cost-effective strategy that seeks to provide long-term total return, primarily through capital appreciation, but also generate some income from ultra-large companies.

Investment Universe

The strategy considers only the largest 150 companies in terms of market capitalization for investment.

Investment Strategies

Management of this strategy is primarily based on choosing approximately 35 stocks among the top 150 companies in terms of market capitalization. Industry concentration is limited to diversify risk, and the strategy is rebalanced quarterly to maintain a roughly equally weighted portfolio.

Security Selection and Weighting
Assets in the strategy are invested selectively among the largest 150 companies on the US exchanges. Bridgeway takes care to control the strategy's exposure to risk.