Overview
Investment Objective
To provide high current return with short-term risk less than or equal to 40% of that of the stock market.
Investment Universe
Both equity and debt securities, including companies on which exchange-traded options are available.
Investment Strategies
Management of this strategy focuses on creating an allocation of stocks, debt, options, and futures to help position the portfolio to navigate unpredictable markets. Each component plays a complementary role and is used systematically in a strategic allocation to deliver potential benefits.
Strategy Basics
| Category | Long-Short Equity |
|---|---|
| Benchmark | S&P 500 Index |
| Inception | 07/01/2001 |
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.