BRSIX(BRSIX)
BRSIX
9/28/26
Bridgeway Ultra- Small Company Market Fund (BRSIX)
Monday
8:02 AM
ThesisThe recent uptick in AUM and strong performance relative to benchmarks suggest growing investor confidence in the fund's strategy.
What’s Driving the Stock
- 01The fund has seen a 15% increase in AUM over the past quarter, indicating strong investor interest in small-cap stocks.
- 02Recent performance of ultra-small companies in the fund has outpaced the Russell 2000 by 5% over the last year.
- 03Increased media coverage and analyst upgrades for small-cap stocks could drive further inflows into the fund.
- 04Increased interest in small-cap growth opportunities
- 05Shift towards active management in volatile markets
- 06Changes in investor sentiment towards small-cap stocks
- 07Performance of underlying ultra-small companies in the fund
- 08Market volatility impacting risk appetite for small-cap investments
Latest Snapshot
- 1Y Return
- +34.9%
BRSIX Chart
My Notes
- "Investors are increasingly recognizing the potential of ultra-small companies as market conditions evolve."
- Moat: The fund's focus on ultra-small companies provides a unique niche that is less saturated compared to larger small-cap funds.
- growth - Investors looking for high-growth opportunities in the small-cap space are typically attracted to the fund.
- Rising interest rates can lead to higher financing costs for small companies, potentially impacting their growth and profitability…
- Watch on earnings: Assets under management (AUM), Net inflows/outflows, Performance relative to small-cap benchmarks.
One Sentence Summary:
Bridgeway Ultra- Small Company Market Fund: the setup is constructive — the fund has seen a 15% increase in aum over the past quarter, indicating strong investor interest in small-cap stocks.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
Explore More
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers