Elena Khoziaeva - Bridgeway Omni Insider

Bridgeway Omni Tax Managed Sm Cp Val N -- USA Fund  

USD 18.85  1.31  7.47%

Fund Manager since June 1, 2013

Elena Khoziaeva CFA is a portfolio manager and began working at Bridgeway in 1998. 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.
  Money Manager Since 2013  CFA    
800-661-3550  

Management Performance (%)

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One Year Return

Richard WilkAmerican Beacon Small Cp Val In
1.66%

Fund Summary

The fund invests in a broad and diverse group of smallcap stocks that the Adviser determines to be value stocks. It invests 80% of its net assets in equity or equityrelated securities of smallcap companies at the time of purchase. The fund primarily invests in smallcap stocks that are listed on the New York Stock Exchange, the NYSE MKT and NASDAQ. It may invest up to 15% of its total assets in foreign securities.The fund is listed under Small Value category and is part of Bridgeway family.

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Top Management

Bridgeway Omni Tax Leadership Team
Elena Khoziaeva, Money Manager, CFA

Fund Performance

Bridgeway Omni Performance Indicators