Contact Us Search About Us Strategies Perspectives Giving Back Mutual Funds Large-Cap Growth For Institutional Investors Only Overview Investment Objective To exceed the return of the Russell 1000® Growth Index over the long term through multi-factor diversification. Investment Universe Bridgeway focuses on a universe of common stocks within the range of the Russell 1000® Growth Index. Investment Strategies Management of this strategy is a statistical, bottom-up process that focuses on a universe of common stocks within the range of the Russell 1000® Growth Index. This universe of stocks is then narrowed to a robust portfolio through the use of multiple statistical models based on three investment themes: Company Financial Health, Price Momentum, and Value Metrics. Based on Bridgeway's research and experience, selecting what we believe to be the strongest stocks based on these three themes provides diversification, mitigates volatility, and delivers more consistent returns than any one theme could. This produces a robust large-cap growth portfolio for clients seeking outperformance of the Russell 1000® Growth Index with style purity. We seek to be 100% invested in large-cap growth stocks at all times. Strategy Basics CATEGORY LARGE-CAP GROWTH EQUITY BENCHMARK RUSSELL 1000 GROWTH INDEX INCEPTION 07/01/2002 Team Managed John Montgomery Elena Khoziaeva, CFA Michael Whipple, CFA, FRM Perspectives related to Large-Cap Growth Bridgeway Capital Management And RadiantESG Global Investors Announce Collaboration The Growth Risk Still Lurking in Your Portfolio See All Perspectives Bridgeway Capital Management, LLC is a Houston-based, SEC Registered Investment Advisor founded in 1993. Registration does not imply a certain level of skill or training. BCM offers equity separate accounts, mutual funds, and sub-advisory services managed primarily in a statistical, evidence-based approach across multiple market capitalizations and investment styles to investors. The firm ascribes to four business values: Integrity, Performance, Efficiency and Service. BCM focuses on efficient trading to complement statistical stock selection and believes that it can add value by managing conflicts of interest, promoting its independence, and aggressively managing trading costs. Past performance is not a guarantee of future results. Bridgeway Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A full presentation in compliance with GIPS® and a complete list of composite descriptions are available upon request by contacting Bridgeway Capital Management, LLC at: 20 Greenway Plaza, Suite 450 Houston, Texas 77046 713-661-3500 info@bridgeway.com Bridgeway Large-Cap Growth Composite - Portfolios in this composite are managed with an objective of seeking to provide long-term total return of capital, primarily through capital appreciation. For purposes of this strategy, Bridgeway defines large-cap as those stocks that fall within the market capitalization range of the Russell 1000® Index. Bridgeway selects stocks in the large-cap growth category using a statistical approach. Growth stocks are those that Bridgeway believes have above average prospects for economic growth. Portfolios in this composite would appropriately be benchmarked against the Russell 1000® Growth Index. The Russell 1000® Growth Index measures the performance of the large-cap growth segment of the US equity universe. It includes those Russell 1000® companies with higher price-to-book ratios and higher forecasted growth values. The Russell 1000® Growth Index is constructed to provide a comprehensive and unbiased barometer for the large-cap growth segment. The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect growth characteristics. The currency used to express performance is the US dollar. About Us Philosophy Process Responsible Investing People Careers Strategies US Equity Aggressive Investors 1 Blue Chip Large-Cap Growth Large-Cap Value Small-Cap Value Ultra-Small Company Market International Equity Emerging Markets Small-Cap Alternatives Managed Volatility Perspectives Giving Back Mutual Funds Bridgeway Capital Management, LLC™ 20 Greenway Plaza, Suite 450 Houston, Texas 77046 800-661-3550 Twitter LinkedIn Privacy Policy Sitemap © 2021 Bridgeway Capital Management, LLC All rights reserved.