Bridgeway Capital Management

How do you create a return stream that’s independent of market direction? ↗?↘? In his conversation with InvestmentNews’ Gregg Greenberg, Bridgeway's co-CIO and portfolio manager Jacob Pozharny shares how the Bridgeway Global Opportunities strategy leverages a long/short approach across 35+ countries in attempt to generate returns, regardless of market shifts. Jacob explains what he believes sets this strategy apart, from its global stock selection process to its market-neutral positioning and focus on inefficiencies in high vs. low intangible industries. Watch the full interview here: https://lnkd.in/g72Ekfu6 #Investing #Markets #PortfolioConstruction

Are markets underestimating the impact of trade policies? In Financial Times, Bridgeway's co-CIO Jacob Pozharny shares insights on how global markets are responding to tariff threats—identifying a disconnect between expert sentiment and stock performance. “Professionals are seeing a lot of positive things in the countries affected by tariffs, but the market is not responding. The experts see Trump’s discussions of tariffs as a bluff and yet the market is wary. I see that as an opportunity.” Read more from Robert Armstrong in the FT: https://lnkd.in/g_NYChT2 Disclosures: The MSCI AC World Investable Market Index (MSCI ACWI IMI) referenced in the “Country Sentiment and Returns” chart is a free float–adjusted market capitalization index that captures large, mid and small cap representation across developed markets and emerging markets countries. The returns are net of withholding tax. One cannot invest directly in an index. #Investing #Markets #GlobalEconomy #TradePolicies

Bridgeway Founder and CEO John Montgomery, along with Co-CIO Jacob Pozharny, discuss the Bridgeway Global Opportunities Strategy.

How do intangible assets like intellectual property, brand value, and human capital reshape investment strategies? In a recent Excess Returns episode with Jack Forehand and Justin Carbonneau, Jacob Pozharny, co-CIO and portfolio manager at Bridgeway, discusses how classical valuation metrics have evolved, the growing importance of intangible intensity, and why sentiment-based analysis is critical for high-intangible industries. ?? “For low-intangible industries, classical valuation methods remain valid. However, for high-intangible industries, sentiment-based analysis has become more important.” Learn more about how Bridgeway is navigating these shifts in global markets and leveraging innovative approaches to portfolio construction. ?? Listen to the full episode: youtu.be/C2twL7ITbHY #IntangibleAssets #InvestmentStrategy #PortfolioManagement The opinions expressed here are exclusively those of Bridgeway Capital Management ("Bridgeway"). Information provided herein is educational in nature and for informational purposes only and should not be considered investment, legal, or tax advice. Investing involves risk, including possible loss of principal. In addition, market turbulence and reduced liquidity in the markets may negatively affect many issuers, which could adversely affect client accounts.?

Timing is everything, and numbers don't lie. On April 8th, a solar eclipse will grace our skies. The last one visible from the U.S. was in August of 2017 and the next one is projected to be in 20 years. Let this cosmic event inspire your financial vision and re-energize your spirit.