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Bridgeway Omni Tax-managed Small-cap Value Fund Class N (BOTSX)

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Bridgeway Omni Tax-Managed Sm-Cp Val N historical data, for real-time data please try another search
18.13 -0.47    -2.53%
10/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 870.83M
Bridgeway Omni Tax-Managed Sm-Cp Val N 18.13 -0.47 -2.53%

BOTSX Overview

 
On this page you'll find an in-depth profile of Bridgeway Omni Tax-managed Small-cap Value Fund Class N. Learn about the key management, total assets, investment strategy and contact information of BOTSX among other information.
Category

Small Value

Total Assets

870.83M

Expenses

0.47%

Inception Date

40543

Contact Information

Address 55615 Kirby Drive, Suite 518
Houston,TX 77005
United States
Phone +1 8006613550

Top Executives

Name Title Since Until
Elena Khoziaeva Portfolio Manager 2013 Now
Biography 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.
Michael Whipple Portfolio Manager 2013 Now
Biography 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.
Christine L. Wang Portfolio Manager 2010 Now
Biography 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) 2010 Now
Biography 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.
Rasook Shaik Portfolio Manager 2010 2013
Biography 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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