BRIDGEWAY CAPITAL Overview
Bridgeway Capital Management Inc is an investment advisor that manages 4.4 BN dollars in regulatory AUM and has 23 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 231% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 231% of the manager's regulatory AUM.
BRIDGEWAY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRIDGEWAY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HCA | 1.33% | Health | -0.01% | 0.04% | 0 | 10% | ||
| VLO | 1.22% | Energy | -26.28% | -0.2% | 0 | 14% | ||
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FEATURED IN
BRIDGEWAY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Franklin J. Montgomery | Director | July-1993 |
| John N. Montgomery | Director/Chairman Of The Board Of Directors/Chief Investment Officer | July-1993 |
| Ann M. Montgomery | Director | July-1993 |
| Leonora R. Montgomery | Shareholder | April-1995 |
| Michael D. Mulcahy | Director/President/Chief Operating Officer | December-2002 |
| Linda G. Giuffre | Chief Compliance Officer | May-2004 |
| Von D. Celestine | Treasurer/Vice President/Secretary | December-2006 |
| Richard P. Cancelmo | Vice President | November-2007 |
| Catherine Tinsley | Shareholder | December-2011 |
| Bethany Hays | Shareholder | December-2011 |
BRIDGEWAY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BRIDGEWAY CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Bridgeway uses statistical models to make investment decisions for client accounts. These models seek to identify both fundamentally and technically undervalued securities. Generally, client accounts are managed in accordance with a specific investment strategy, as described below. Clients should understand that investing in securities involves risk of loss that clients should be prepared to bear. Please also reference the Bridgeway Funds’ Prospectus and Statement of Additional Information for further information regarding the investment strategies, restrictions and risks related to the Bridgeway Funds that are offered in the strategies described below.
Aggressive Investors 1 – Bridgeway’s Aggressive Investors 1 investment strategy seeks to exceed the return of the S&P 500 Index over trailing periods of three years or longer. Under this approach, Bridgeway invests in U.S. compan...
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Bridgeway uses statistical models to make investment decisions for client accounts. These models seek to identify both fundamentally and technically undervalued securities. Generally, client accounts are managed in accordance with a specific investment strategy, as described below. Clients should understand that investing in securities involves risk of loss that clients should be prepared to bear. Please also reference the Bridgeway Funds’ Prospectus and Statement of Additional Information for further information regarding the investment strategies, restrictions and risks related to the Bridgeway Funds that are offered in the strategies described below.
Aggressive Investors 1 – Bridgeway’s Aggressive Investors 1 investment strategy seeks to exceed the return of the S&P 500 Index over trailing periods of three years or longer. Under this approach, Bridgeway invests in U.S. compan...
Unlock Full Investment Process Description
BRIDGEWAY CAPITAL Portfolio Concentration
BRIDGEWAY CAPITAL Location
20 GREENWAY PLAZA
STE 450
HOUSTON, Texas
UNITED STATES, 77046
STE 450
HOUSTON, Texas
UNITED STATES, 77046
BRIDGEWAY CAPITAL Contact Information
Phone Number: 713-661-3500
Fax Number: 713-807-8071
Website: http://www.bridgeway.com
Fax Number: 713-807-8071
Website: http://www.bridgeway.com
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