Investment Objective

To exceed the return of the S&P 500® Index over the long term (three years or more) through multi-factor diversification.

Investment Universe

The strategy invests in companies of any size that are listed on the New York Stock Exchange, the NYSE MKT, and Nasdaq®.

Investment Strategies

Management of this strategy is a statistical, bottom-up process that focuses on the entire universe of US common stocks. This universe of stocks is then narrowed to a robust portfolio through the use of multiple statistical models based on three investment themes: Company Financial Health, Value Metrics, and Price Momentum. Based on Bridgeway's research and experience, selecting what we believe to be the strongest stocks based on these three themes provides diversification, mitigates volatility, and delivers more consistent returns than any one theme could. This produces a robust portfolio of US equities for clients seeking outperformance of the S&P 500® Index.

We seek to be 100% invested in US equities at all times.

Strategy Basics

Category All-Cap Equity
Benchmark S&P 500 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.