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HÄMTA REA
Bridgeway Omni Small-cap Value Fund Class N (BOSVX)
Lägg till/Ta bort från en portfölj
Lägg till portföljen
21,10
-0,30
-1,40%
07/11 - Fördröjd data. Valuta i USD
- Morningstar-värdering:
- Totala tillgångar: 1,33B
Bridgeway Omni Small-Cap Value N
21,10
-0,30
-1,40%
- Översikt
- Profil
- Historiska data
- Innehav
BOSVX Översikt
På denna sida hittar du en djupgående profil av Bridgeway Omni Small-cap Value Fund Class N. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om BOSVX tillsammans med annan information.
Kontaktinformation
Adress
55615 Kirby Drive, Suite 518
Houston,TX 77005
United States
Houston,TX 77005
United States
Telefon
+1 8006613550
Webb
www.bridgeway.com
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Andrew Berkin | Head of Research | 2024 | Nu |
| Biografi | Andrew Berkin, PhD, is a director of research and joined Bridgeway in 2013. Prior to joining Bridgeway, Andrew was co-chief investment officer and director of research for Vericimetry Advisors. He previously was a senior member and director of the quantitative research group at First Quadrant, where he spent 14 years in a variety of responsibilities, including the development and implementation of stock selection models in both taxable and tax-exempt portfolios primarily for institutions. | ||
| Elena Khoziaeva | Portfolio Manager | 2013 | Nu |
| Biografi | Elena Khoziaeva, CFA, is a Portfolio Manager, leader for the U.S. equity Investment Management team, and began working at Bridgeway Capital in 1998. Ms. Khoziaeva has served as a Portfolio Manager at Bridgeway Capital since 2005. Her responsibilities include portfolio management, investment research, and statistical modeling. Elena earned a Bachelor of Economic Sciences from Belarussian State Economic University in Minsk and graduated with highest honors from the University of Houston with an MBA in Accounting. | ||
| Christine L. Wang | Portfolio Manager | 2011 | Nu |
| Biografi | Christine L. Wang, CFA, CPA is a portfolio manager and began working at Bridgeway in 2008. Her responsibilities include portfolio management, investment research, and statistical modeling. Christine holds a MS in Accounting from the University of Virginia and BA in Sociology and Managerial Studies from Rice University. Christine is a Certified Public Accountant licensed in the state of Texas. Prior to joining Bridgeway, Christine worked in public accounting with a focus on energy trading and risk management from 2004 to 2008. | ||
| John N.R. Montgomery | CIO (Chief Investment Officer) | 2011 | Nu |
| Biografi | John, CIO and President,founded Bridgeway in 1993.He worked with computer modeling and quantitative methods as a research engineer at MIT in the late 1970s. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management. He began applying these methods to his investments in 1985. Over the next 6 years, this style proved more successful than even John had expected. He left his full-time position in the transportation industry at the end of 1991 to perform full-time research on his models, study the mutual fund industry, and write a business plan for Bridgeway. | ||
| Michael Whipple | Portfolio Manager | 2013 | 2024 |
| Biografi | Michael Whipple, CFA, FRM, is a Portfolio Manager and began working at Bridgeway Capital in 2002. Mr. Whipple has served as a Portfolio Manager at Bridgeway Capital since 2005. His responsibilities include portfolio management, investment research, and statistical modeling. He holds a BS in Accountancy and Finance from Miami University in Ohio. Michael worked in public accounting with a focus in auditing from 1993 to 2000 before attending the University of Chicago Booth School of Business from 2000 to 2002, where he earned his MBA. | ||
| Rasook Shaik | Portfolio Manager | 2011 | 2013 |
| Biografi | Rasool Shaik, CFA and investment management team member began working for the Adviser in 2006 after earning an MBA with Honors from the University of Chicago Graduate School of Business, which he attended from 2004 to 2006. His responsibilities include quantitative investment management research and analysis, quantitative model operation and maintenance, and portfolio construction for the Adviser. He holds a BS in Metallurgical Engineering from Indian Institute of Technology (IIT) Bombay, India and an MS in Metallurgical & Materials Engineering from Michigan Technological University, Houghton, Michigan. Prior to business school, from 1997 to 2004, Rasool developed software algorithms to manage complex supply chains. | ||
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