Bridgeway Small-Cap Value Fund’s John Montgomery has delivered positive, benchmark-beating returns over the fund’s twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.
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John Montgomery
CEO, Portfolio Manager, Founder
Bridgeway Capital Management
ACTION POINT
THINK LIKE A CONTRARIAN AND CONSIDER SMALL COMPANY STOCKS
ONE INVESTMENT
MONTGOMERY: INFLATION PROTECTED INCOME
Buy Treasury Inflation Protected Securities (TIPS)
- Available through mutual funds
- Also available from US Treasury at TreasuryDirect.gov commission free
- Can build a TIPS ladder with bonds maturing in different years
