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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歷史數據,更多實時行情請使用搜索框搜索獲取。
18.13 -0.47    -2.53%
10/03 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  Bridgeway
資產類別:  股票
  • 晨星評級:
  • 總資產: 870.83M
Bridgeway Omni Tax-Managed Sm-Cp Val N 18.13 -0.47 -2.53%

BOTSX綜觀

 
你可在本頁找到深入的Bridgeway Omni Tax-Managed Small-Cap Value Fund Class N公司檔案,包括BOTSX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Small Value

總資產

870.83M

費用

0.47%

基金成立

40543

聯絡資訊

地址 55615 Kirby Drive, Suite 518
Houston,TX 77005
United States
電話 +1 8006613550

主要管理層

名稱 主旨 成立於 直至
Elena Khoziaeva Portfolio Manager 2013 now
自傳 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
自傳 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
自傳 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
自傳 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
自傳 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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