Aggressive Investors 2

In managing aggressive equity portfolios, we take a strictly quantitative, bottom up approach to stock selection, combined with top down risk management in portfolio construction.

Target Benchmark

Our objective is to exceed the return of the S&P 500 Index over trailing periods of three years or longer.

Investment Universe

Under this approach, Bridgeway may invest in U.S. companies of any size. Holdings may span various styles including both “growth” and “value.”

Security Selection and Weighting

A universe of 3,500 stocks composed of companies listed on U.S. exchanges is run through multiple, multi-variant models, including growth, momentum, growth at a reasonable price, and growth opportunistic 1 and 2. Each model develops a list of potential stocks for inclusion based on both absolute and relative valuation characteristics. These models are proprietary and the complete attributes and coefficients are confidential.

Available Investment Vehicles