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On this episode of Brave New Edge, host Nikola Legetic sits down with Seema Ackerman and Jacob Pozharny of Bridgeway Capital Management to explore the firm’s distinctive approach to investing. They unpack how systematic fundamental analysis and cutting-edge NLP techniques shape their stock selection process. The discussion spans the complexities of valuing stocks across market regimes, the role of client feedback in strategy refinement, and Bridgeway’s unwavering commitment to transparency and alignment. The episode also highlights the power of alternative data in global markets and the growing importance of explainability in modern investment strategies.
By Sinisa Stanojlovic, Nikola Legetic and Zoranka Desnica.On this episode of Brave New Edge, host Nikola Legetic sits down with Seema Ackerman and Jacob Pozharny of Bridgeway Capital Management to explore the firm’s distinctive approach to investing. They unpack how systematic fundamental analysis and cutting-edge NLP techniques shape their stock selection process. The discussion spans the complexities of valuing stocks across market regimes, the role of client feedback in strategy refinement, and Bridgeway’s unwavering commitment to transparency and alignment. The episode also highlights the power of alternative data in global markets and the growing importance of explainability in modern investment strategies.