Elena Khoziaeva
Co‑Chief Investment Officer and Portfolio Manager at Bridgeway Capital Management, specializing in quantitative multi‑factor investing and research on value, quality, sentiment, and market structure.
Best podcasts with Elena Khoziaeva
Ranked by the Snipd community
8 snips
May 8, 2026 • 1h 3min
We Asked a $4.5B Quant Manager Why the S&P 500 Is Just 46 Stocks — and Why Small Caps Aren't Dead
Elena Khoziaeva, Co‑CIO and portfolio manager at Bridgeway Capital, specializes in quantitative multi‑factor investing. She explains why about 46 stocks effectively drive the S&P 500, how small-cap research is distorted by IPOs and longer private lifespans, and how thoughtful factor construction, adjustments for intangibles, and AI-assisted research can create active opportunities amid market concentration.
