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.

Strategy Basics

Category Mega-Cap Equity
Benchmark Russell Top 50 Mega Cap Index
Inception 01/01/2001

Team Managed

Learn more about Bridgeway and Where We Stand

Bridgeway Capital Management, LLC, claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

To receive additional information regarding Bridgeway Capital Management LLC, including GIPS-compliant performance information for Bridgeway Capital Management’s strategies and products, contact Bridgeway Capital Management, LLC, at 20 Greenway Plaza, Suite 450, Houston, Texas, 77046; 713-661-3500; info@bridgeway.com.