Bridgeway Capital Management, LLC provides discretionary portfolio management services to institutions, registered investment companies, exchange traded funds, high net worth individuals, pension plans, trusts, and other entities. Founded in 1993 and headquartered in Houston, Texas, Bridgeway applies a disciplined, statistical, and evidence-based approach to money management across a wide range of equity categories. The firm relies on quantitative models and fundamental data for stock selection, aiming to deliver superior risk-adjusted returns over complete market cycles. With the exception of certain strategies like Emerging Markets Small-Cap and Emerging Opportunities, Bridgeway's investment process also considers material environmental, social, and governance information when available.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.25% |
| $50.0M - $100.0M | 1.25% |
| $100M+ | 1.25% |
Fee schedule shown reflects the Aggressive Investors 1 strategy. Other strategies have different schedules ranging from 0.15% to 1.25%. Emerging Opportunities and Global Opportunities strategies also include performance-based fees of 20% and 15% respectively. All fees are negotiable.