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.