Bridgeway Global Opportunities Fund (BRGOX)

Overview

This fund is focused on employing a dollar-neutral strategy to mitigate the impact of market direction on its portfolio. By maintaining a balance between long and short positions, the fund aims to achieve stability and performance regardless of market conditions. The strategy is characterized by a consistent rebalancing to ensure an approximate equal value in its positions, taking into account the availability of suitable short opportunities. This approach is tailored for investors who seek to minimize their exposure to market volatility while aspiring for potential returns independent of market trends.

Products and Services

The fund's primary offering revolves around its unique investment strategy which includes:

• Dollar Neutral Strategy

  This is the core service provided by the fund, focusing on achieving a market-neutral position. It involves taking equal but opposite positions in the market; for every dollar invested in long positions, an equivalent dollar is invested in short positions. This strategy is designed to protect the portfolio against market fluctuations, aiming to provide steady returns irrespective of market conditions.

• Periodic Rebalancing

  To maintain its dollar neutral objective, the fund periodically rebalances its portfolio. This entails adjusting the proportion of long and short positions to ensure that they remain approximately equal in value. This process is crucial for adhering to the fund's market-neutral strategy, as it helps in mitigating risks associated with market movements and leverages opportunities from both rising and declining stock prices.