BRIDGEWATER Overview
Bridgewater Associates Lp is a hedge fund that manages 219.1 BN dollars in regulatory AUM and has 1379 employees, of which 398 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 4% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 4% of the manager's regulatory AUM.
BRIDGEWATER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRIDGEWATER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 23.64% | ETF | -9.04% | 0% | 0 | 21% | ||
| VWO | 21.56% | ETF | -4.62% | 1.01% | 3 | 12% | ||
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FEATURED IN
BRIDGEWATER Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Raymond T. Dalio | Founder, Chairman And Co-Chief Investment Officer | January-1975 |
| Robert Prince | Co-Chief Investment Officer | March-1986 |
| Gregory S. Jensen | Co-Chief Executive Officer And Co-Chief Investment Officer | November-2004 |
| Randal B. Sandler | Director, Client Service & Marketing | October-2006 |
| Helene T. Glotzer Esq. | Chief Compliance Officer | June-2008 |
| Eileen K. Murray | Co-Chief Executive Officer | July-2009 |
| David H. Mccormick | President | August-2009 |
| John K. Halvey | General Counsel & Secretary | November-2013 |
| Osman Nalbantoglu | Management Committee Member | September-2012 |
| Kevin M. Campbell | Co-Chief Operating Officer | March-2013 |
BRIDGEWATER Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
BRIDGEWATER Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.
Pure Alpha is an active management strategy that is based on the belief that the returns of asset classes are primarily driven by changing fundamental conditions. Bridgewater has been managing Pure Alpha since
1991. It represents the best of Bridgewater’s active management capabilities, allowing it to capitalize on all
perceived opportunities and balance them optimally. The strategy is structured around Bridgewater’s proprietary fixed income, equity, currency, and commodity trading strategies, which are the direct products of nearly 40 years of research into the fundamental drivers of global asset returns. These individual strategies
are systematically combined into a single alpha strategy. Bridgewater’s Pure Alpha strategy has the flexibility to establish long, short, or spread positions across the above markets. The strategy utilizes a broad variety of
instruments in its i...
Unlock Full Investment Process Description
Pure Alpha is an active management strategy that is based on the belief that the returns of asset classes are primarily driven by changing fundamental conditions. Bridgewater has been managing Pure Alpha since
1991. It represents the best of Bridgewater’s active management capabilities, allowing it to capitalize on all
perceived opportunities and balance them optimally. The strategy is structured around Bridgewater’s proprietary fixed income, equity, currency, and commodity trading strategies, which are the direct products of nearly 40 years of research into the fundamental drivers of global asset returns. These individual strategies
are systematically combined into a single alpha strategy. Bridgewater’s Pure Alpha strategy has the flexibility to establish long, short, or spread positions across the above markets. The strategy utilizes a broad variety of
instruments in its i...
Unlock Full Investment Process Description
BRIDGEWATER Portfolio Concentration
BRIDGEWATER Location
ONE GLENDINNING PLACE
WESTPORT, Connecticut
UNITED STATES, 06880
WESTPORT, Connecticut
UNITED STATES, 06880
BRIDGEWATER Contact Information
Phone Number: 203-226-3030
Fax Number: EMTKKMJN2BHVKBWS4553
Website: null
Fax Number: EMTKKMJN2BHVKBWS4553
Website: null
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