Investment Objective

To exceed the return of the Russell 1000® Growth Index over the long term through multi-factor diversification.

Investment Universe

Bridgeway focuses on a universe of common stocks within the range of the Russell 1000® Growth Index.

Investment Strategies

Management of this strategy is a statistical, bottom-up process that focuses on a universe of common stocks within the range of the Russell 1000® Growth Index. 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, Price Momentum, and Value Metrics. 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 large-cap growth portfolio for clients seeking outperformance of the Russell 1000® Growth Index with style purity.

We seek to be 100% invested in large-cap growth stocks at all times.

Strategy Basics

Category Large-Cap Growth Equity
Benchmark Russell 1000 Growth Index
Inception 07/01/2002

Team Managed

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.