Bridgeway Capital Management

Tagline Brand's website · 2026-11-07

Bridgeway Capital Management is an independent investment management firm offering statistically driven, evidence-based investment solutions and donating a portion of firm earnings to organizations creating positive human impact.

Description Brand's website · 2026-11-07

Bridgeway Capital Management is an investment management firm founded in 1993. It provides investment strategies, separate accounts, sub-advisory services, mutual funds, and ETFs using statistical analysis, academic theory, fundamental data, and a disciplined investment process.

Mission Brand's website · 2026-11-07

To unite results for investors and returns for humanity by putting investors first, providing investment results, and contributing firm profits, time, and talent to organizations and communities pursuing positive change.

Founders & leadership Brand's website · 2026-11-07

John Montgomery is President, CEO, Co-Chief Investment Officer, Portfolio Manager, and Founder. Other named leaders and senior professionals include Elena Khoziaeva, Co-Chief Investment Officer and Portfolio Manager; Andy Berkin, Head of Research; Linda Giuffre, Chief Operating Officer and Chief Compliance Officer; Seema Ackerman, Head of Distribution, Marketing, and Client Service; Jacob Pozharny, Head of International Equity; Brie Darragh, Head of Investment Operations; and Von Celestine, Head of Finance and Talent.

Website Brand's website · 2026-11-07

https://bridgeway.com

Voice & tone Brand's website · 2026-11-07

Evidence-based, disciplined, investor-first, intellectually curious, service-oriented, and socially conscious.

Founded Brand's website · 2026-11-07

1993

Problem solved Brand's website · 2026-11-07

Bridgeway helps investors pursue long-term investment results through disciplined, statistical, evidence-based portfolio construction designed to reduce behavioral bias, diversify factor exposures, and implement investment strategies with attention to liquidity and risk.

Core capabilities Brand's website · 2026-11-07

• Statistical and quantitative investment management
• Academic and fundamental data research
• Factor research and portfolio construction
• Risk review and portfolio monitoring
• Liquidity-aware trading and implementation
• Separate account management
• Sub-advisory services
• Responsible investing, including client-specific exclusions and proxy voting

Products / SKUs Brand's website · 2026-11-07

• Investment strategies
• Separate accounts
• Sub-advisory services
• Mutual funds
• Exchange-traded funds (ETFs)

Target industry Brand's website · 2026-11-07

Investment management and asset management

Customer base Brand's website · 2026-11-07

Institutions, investment advisors, and individual investors.

Ideal customer profile Brand's website · 2026-11-07

A select group of institutional and advisory clients who value facts, statistical analysis, academic research, and disciplined long-term investing. Individual investors can access Bridgeway strategies through its mutual funds and ETFs.

Use cases Brand's website · 2026-11-07

• Managing institutional investment portfolios
• Providing sub-advisory investment management
• Accessing statistically driven separate account strategies
• Investing through mutual funds and ETFs
• Building portfolios using factor exposure and diversification
• Implementing client-specific security exclusions for responsible investing

Customer outcomes Brand's website · 2026-11-07

• Access to statistically driven investment strategies grounded in academic theory and fundamental data
• Disciplined long-term investment implementation intended to reduce behavioral bias
• Portfolios with targeted risk-adjusted returns and client-specific characteristics
• Liquidity-aware portfolio positioning and trading
• Ability to accommodate certain responsible-investing exclusions and proxy-voting preferences