[Current] News & Commentary

How to Survive and Succeed Through a Bear Market
Published by Bridgeway Capital Management, October 11, 2008

John Montgomery shares his views about investing in a bear market. Statistics about past bear markets and their recovery times are presented as well as his philosophy on keeping a long-term investment perspective.

Market Q and A
Published by Bridgeway Capital Management, October 3, 2008

John Montgomery answers questions about recent market conditions, fund performance, investment philosophy and using quantitative investment methods in various market environments.

Kiplinger’s Mutual Funds 2008
The 25 Best Mutual Funds, Spring 2008

Kiplinger’s picks funds based on numerous screens such as no-load funds only, avoiding high ongoing expenses, manager tenure, modest initial investment size, and asset bloat. Consistency and risk to reward correlation are important as well as the manager’s commitment through investing in the fund. Bridgeway Aggressive Investors 2 Fund, which uses 16 different quantitative computer models made the Kiplinger’s Top 25 List as a “go anywhere” fund.

Money Magazine
Money 70 best funds, February 2008

Money picks funds which offer lower fees than the category average, high Morningstar stewardship grades, consistent strategies, experienced managers, and higher than average long-term performance. Bridgeway Aggressive Investors 2 Fund and Bridgeway Small-Cap Value Fund made the Money 70 list of their favorite mutual funds.

Investor’s Business Daily
Mutual Fund Profile – Winning With a Quantitative Approach, January 8, 2008

John Montgomery started Bridgeway in 1993 after his portfolio earnings began to top his “Transit Executive” salary. He uses computer models to pick stocks for both Bridgeway Aggressive Investors Funds. While both Funds are considered mid-cap growth funds by Morningstar, both can invest in any size companies as well as any mix of sectors. The Funds can also make sizeable investments in individual stocks at times.

Kiplinger.com
Great Funds for 2008, January 2, 2008

Steven Goldberg has listed his five favorite funds for 2008 which all emphasize large or mid-size stocks of growing companies. Bridgeway Aggressive Investors 2 Fund because of its growth stock tilt and its ability to pick from all shapes and sizes of stocks. Although the Fund has proven to be very volatile, the trick is to buy and hold the fund long-term and not fret when it lags.

Fortune Investor's Guide 2008: Best Mutual Funds
Old Masters and New Classics, January 2, 2008

Fortune searched out funds that outperformed their peers by the widest margins over the past ten years. Only open, no-load funds with expense ratios lower than the average in their category and initial investments of $25,000 or less were considered. Specialty funds and new managers were not included in the search. Bridgeway Ultra-Small Company Market Fund was the only small-cap fund chosen out of the six that made the Fortune list. The Fund attempts to mimic the CRSP 10 Index by investing in roughly 500 of the 1,900 available companies in the universe, while trying to avoid stocks that could blow-up and hurt overall performance.

Money Magazine
Money 70 best funds, December 2007

Bridgeway Small-Cap Value Fund was one of four funds added to the Money 70 Mutual Fund list to replace two closed funds and two funds that lost favor in Morningstar’s stewardship grading system.

Kiplinger.com
Five Funds for Smoother Sailing, August 6, 2007

Bridgeway Balanced Fund is one of five funds that Kiplinger recommends to lower the volatility of your portfolio. Each of the funds charges less than 1% annually and four of the five have a management team that has been in place for more than 5 years. Balanced is the lowest risk fund among the five with a volatility measure of 40% of the S&P 500 Index. The Fund does this with a combination of Fixed-income securities, stocks, secured put options, and covered call options.

Fortune
Young Funds to Watch, July 23, 2007

Fortune screened new funds introduced in the last 3 years for smart strategies and/or proven management to find some that they could recommend. They wound up with a list of three funds, one of which was Bridgeway Small-Cap Value. It was chosen because of its proven management style, its returns, and because most small-cap value funds are closed to new investors. John Montgomery uses a highly quantitative bottom-up stock picking process. “We’re extreme in following the models,” says Montgomery in explaining his buying process.