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 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 151% of the manager's regulatory AUM.

BRIDGEWAY CAPITAL StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BRIDGEWAY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TSN 1.12% Cons. Staples -23.01% -0.2% 0 14%
JNJ 1.1% Health -4.59% -0.01% 0 34%
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FEATURED IN
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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 CAPITAL Portfolio Concentration

BRIDGEWAY CAPITAL Location

20 GREENWAY PLAZA
STE 450
HOUSTON, Texas
UNITED STATES, 77046

BRIDGEWAY CAPITAL Contact Information

Phone Number: 713-661-3500
Fax Number: 713-807-8071
Website:

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