• Founded in 1975 by Ray Dalio (“Most Influential 50 People in Global Finance”Bloomberg Markets)
    • Independent and Employee Controlled Firm
    • Focus on Fundamental, Systematic, and Diversified Approach
    • Pioneers of:
      – Separation of Alpha and Beta
      – Risk Parity Concept
      – Consistency of people (3 co-CIOs) and process
      – Over 100 Industry Awards
bridgewater.com/

Leadership

Nir Bar Dea

Co-CEO

Nir Bar Dea is Bridgewater’s Co-Chief Executive Officer, serving alongside Mark Bertolini. Together, they set and drive the strategic goals of the company and oversee the day-to-day management of the firm. Nir is also a Partner, a member of the Operating Board of Directors, and co-chairs the Executive and Operating Committees. After starting his career at Bridgewater in the Research Department, Nir served as Co-Head of the Investment Engine and, more recently, as Deputy CEO, a role in which he partnered with then-CEO David McCormick in managing the firm. With David, Nir established the decision-making structures used to guide the strategic and operational management of the company — the Executive, Operating and Commercial Committees. Prior to joining Bridgewater in 2015, Nir served as Advisor to the Israeli Mission to the United Nations in the 2014 General Assembly.
Mark Bertolini

Co-CEO

Mark T. Bertolini is Co-Chief Executive Officer alongside Nir Bar Dea. He previously served as Co-Chairman of Bridgewater’s Operating Board of Directors, having served as an Independent Director of the firm’s Internal Board since 2019. Mark is also a national health care thought leader, and the former Chairman and CEO of Aetna Inc. Throughout Mark’s tenure at Aetna, he led the company’s transition from a traditional health insurance company to a consumer-oriented health care company focused on delivering holistic, integrated care in local communities. Before joining Aetna, Mark held executive positions at Cigna, NYLCare Health Plans, and SelectCare, Inc., where he was President and Chief Executive Officer.
Ray Dalio

Founder, co-Chairman & Co-CIO

Ray Dalio has received several lifetime achievement awards for his innovative thinking which changed the way institutions invest their money. Ray recently published a best-selling book, Principles: Life & Work, which shares the unique principles behind his and Bridgewater’s success.
Bob Prince

Co-CIO

Bob joined Bridgewater in 1996. As Co-CIIO he is responsible for managing the company’s investment process with Ray Dalio and Greg Jensen. During his tenure at Bridgewater, he has been a partner in developing all aspects of Bridgewater’s investment process and client strategies.
Greg Jensen

Co-CIO

Greg Jensen is Co-CIO and head of the investment engine at Bridgewater. He is responsible for Bridgewater’s investment strategies and research efforts alongside fellow Co-CIOs Ray Dalio and Bob Prince. Greg joined Bridgewater in 1996 after graduating from Dartmouth College with a degree in economics and applied mathematics. In 2010, 2011 and 2012, Greg was named one of business’s rising stars in Fortune Magazine’s “Top 40 Under 40.” From 2010 to 2016, he also served as Bridgewater’s Co-CEO.
Learn more about the people who make Bridgewater : https://www.bridgewater.com/people

Investment Philosophy

Fundamental

Understand cause-and-effect linkages that make up the economic and market machine

Systematic

Translate fundamental understanding into explicit investment rules

Diversified

Diversify across many unrelated return streams

Timeless & Universal

Debated & Stress-Tested

Balanced Risks

The All Weather Approach

Created by Bridgewater in 1996, originally for Ray Dalio’s trust assets

The principles behind All Weather relate to answering the question:

Question:

“What kind of investment portfolio would you hold that would perform well across economic environments?“

Answer:

“A globally and environmentally balanced portfolio structured to be indifferent to shifts in discounted economic conditions.”

Pioneer of the Risk Parity Concept
BRIDGEWATER’S OPTIMAL GLOBAL ASSET ALLOCATION
Diversification   Liquidity   Transparency
  • Beta(long only) strategy created in 1996 ;

  • Fundamental systematic approach;

  • Balanced exposure across economic environments(risk parity concept);

  • Diversification across geographies and asset classes.

To learn more about the All Weather strategy please visit :

Funds

Gama BW Global Risk Premium USD FIM IE

More Info

Description

Name: Gama Bridgewater Global Risk Premium USD FIM IE

Investor Type: Professional Investors under Brazilian Regulation

Total Fee: 1.50%

Minimum Investment: R$ 1.000.000,00

Minimum Additional Ammount:R$ 5.000,00

CNPJ: 36.327.569/0001-03

Subscriptions/Redemptions: Monthly

Subscriptions: Order execution up to 14:30 (Subscription: 4th Business Day before the 1st Business Day of the following Month / NAV Date: Last business day of current month)

Redemptions: Order execution up to 14:30 (Request 7th Business Day beforethe last business day of current month/ NAV Date: Last business day of current month/ Payment Nav Date + 2 business days

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Report

Gama Bridgewater Global Risk Premium USD FIC IE

More Info

Description

Name: Gama Bridgewater Global Risk Premium USD FIC IE

Investor Type: Professional Investors under Brazilian Regulation

Total Fee: 1.50%

Minimum Investment: R$ 50.000,00

Minimum Additional Ammount:R$ 5.000,00

CNPJ: 36.327.569/0001-03

Subscriptions/Redemptions: Monthly

Subscriptions: Order execution up to 14:30 (Subscription: 4th Business Day before the 1st Business Day of the following Month / NAV Date: Last business day of current month)

Redemptions: Order execution up to 14:30 (Request 7th Business Day beforethe last business day of current month/ NAV Date: Last business day of current month/ Payment Nav Date + 2 business days

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

Dates

Global Risk Premium

May

Subscriptions

Redemptions

  New investors onboarding cut-off.

  Subscription.

  NAV date.

  Redemption request cut-off.

  NAV date.

  Settlement.

Lyxor/Bridgewater All Weather Sustainability

The All Weather Sustainability Strategy is the result of applying Bridgewater’s systemized investment process, built over 45+ years, to the challenge of achieving both financial and sustainability goals.

THE CHALLENGE

CONSTRUCTING A PORTFOLIO TO ACHIEVE  THREE-DIMENSIONAL GOALS

THE PROPOSITION

A BALANCED, MULTI-ASSET PORTFOLIO USING SDG-ALIGNED SECURITIES

The Global 50/50 portfolio represents a 50% capital allocation to developed world government bonds and a 50% capital allocation to hedged world equities. The portfolio is rebalanced monthly and total returns are based in USD. The Global 50/50 portfolio combines 50% of the FTSE World Government Bond Index and 50% of the MSCI ACWI.

  • As a global macro, multi-asset investment manager, Bridgewater’s goal is to build a deep understanding of how economies and markets work, and to convert that understanding into high-quality solutions for their clients;

  • Environmental, social, and governance (“ESG”) considerations affect how economies are evolving and how markets are priced, and Bridgewater seeks to deeply understand ESG issues that are pertinent to their investment goals;

  • Traditionally, most investors had financial goals across two dimensions: return and risk. Today, investors are increasingly focused on a third dimension – the “extra-financial” impacts of their portfolios. In addition to focusing on financial outcomes, many investors increasingly want to ensure their portfolios support positive environmental/social outcomes;

To learn more about Bridgewater’s approach to sustainable investments please visit :

Bridgewater Co-CIOs & Research Leaders for Sustainability

Karen Karniol-Tambour

Co-CIO for Sustainability

Named to Barron’s 2021 List of “Most Influential Women in US Finance”, Karen leads Bridgewater’s ESG research and sustainable investing efforts.
Carsten Stendevad

Co-CIO for Dustainability

Joined Bridgewater in 2017. Responsible for designing and implementig sustainable investment solutions, alongside Karen. Carsten is the former CEO of ATP ( Denmark’s national pension plan), one of the world’s leading organizations on ESG investing.

Funds

Lyxor Bridgewater All Weather Sustainability BRL FIM IE

More Info

Description

Name: Lyxor Bridgewater All Weather Sustainability BRL FIM IE

Investor Type: Qualified Investors under Brazilian Regulation

Total Fee: 0.95% a.a. ( 0,20% FIM + 0,75% offshore share class)

Minimum Investment: R$ 250.000,00

Minimum Additional Ammount:R$ 5.000,00

CNPJ: 41.594.622/0001-72

Subscriptions: Request D + 2

Redemptions: NAV Date: Request D + 2/ Payment NAV Date + 4

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

Lyxor Bridgewater All Weather Sustainability BRL FIC IE

More Info

Description

Name: Lyxor Bridgewater All Weather Sustainability BRL FIC FIM IE

Investor Type: Qualified Investors under Brazilian Regulation

Total Fee: 1.45% a.a. ( 0,20% FIM + 0,50 FIC + 0,75% offshore share class)

Minimum Investment: R$ 500,00

Minimum Additional Ammount:R$ 500,00

CNPJ: 41.594.603/0001-46

Subscriptions: Request D + 2

Redemptions: NAV Date: Request D + 2/ Payment NAV Date + 4

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

Lyxor Bridgewater All Weather Sustainability USD FIM IE

More Info

Description

Name: Lyxor Bridgewater All Weather Sustainability USD FIM IE

Investor Type: Qualified Investors under Brazilian Regulation

Total Fee: 0.95% a.a. ( 0,20% FIM + 0,75% offshore share class)

Minimum Investment: R$ 250.000,00

Minimum Additional Ammount:R$ 5.000,00

CNPJ: 41.594.569/0001-00

Subscriptions: Request D + 2

Redemptions: NAV Date: Request D + 2/ Payment NAV Date + 4

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

Lyxor Bridgewater All Weather Sustainability USD FIC FIM IE

More Info

Description

Name: Lyxor Bridgewater All Weather Sustainability USD FIC FIM IE

Investor Type: Qualified Investors under Brazilian Regulation

Total Fee: 1.45% a.a. ( 0,20% FIM + 0,50 FIC + 0,75% offshore share class)

Minimum Investment: R$ 500,00

Minimum Additional Ammount:R$ 500,00

CNPJ: 41.594.555/0001-96

Subscriptions: Request D + 2

Redemptions: NAV Date: Request D + 2/ Payment NAV Date + 4

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

 Lyxor/Bridgewater Core Global Macro 

A Blend of Bridgewater’s Expertise

All Weather

Pure Alpha

Major Markets

CORE GLOBAL MACRO

+

=

CAPTURE

RISK PREMIUMS

β

TIMES

MARKETS

α

DIVERSIFYING

ABSOLUTE RETURN

β + α

  • The Lyxor / Bridgewater Core Global Macro Fund is a fundamental and systematic macro portfolio, built upon a foundation of Bridgewater’s accumulated understanding of how-to best time markets, capture risk premiums, and construct portfolios;

  • The fund combines insights from 40+ years of Bridgewater’s fundamental research into a single, highly diversified portfolio that blends its flagship strategic asset mix— All Weather—with active management from the largest and most liquid markets of Bridgewater’s alpha strategy—Pure Alpha Major Markets;

Funds

Lyxor Bridgewater Core Global Macro USD FIM IE

More Info

Description

Name: Lyxor Bridgewater Core Global Macro USD FIM IE

Investor Type: Qualified Investors under Brazilian Regulation

Total Fee: 0.95% a.a. ( 0,20% FIM + 0,75% offshore share class)

Minimum Investment: R$ 10.000,00

Minimum Additional Ammount:R$ 10.000,00

CNPJ: 39.723.146/0001-09

Subscriptions: Request D + 2

Redemptions: NAV Date: Request D + 2/ Payment NAV Date + 5

Links:

> Prospectus
> Anbima Informations
> Key Facts
> Monthly Reports

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