Bridgeway uses completely different gearing and stock selection metrics for high-intangible versus low-intangible stocks across global and emerging market strategies, rather than using the same metrics with industry adjustments.
factualpending
Speaker
Jacob PizorEvidence Quote
“what we do a bit differently is we use completely different gearing um for our stock selection for high intangible and low intangible stocks um and this is applied across um our Global strategies [15:41]”
Source
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny— Excess ReturnsCreated: 8/11/2026, 7:46:05 AM
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