Fiercely independent investing.
Transparency at all times.

Fiercely independent investing. Transparency at all times.

Fiercely independent investing. Transparency at all times.

Discipline drives the process. Finding value is the art.

Discipline drives the process.
Finding value is the art.

Grounded in fundamentals, focused on quality, and built to perform consistently across market cycles.

Grounded in fundamentals, focused on quality, and built to perform consistently across market cycles.

Grounded in fundamentals, focused on quality, and built to perform consistently across market cycles.

Our core investment strategy focuses across five U.S. sectors we believe represent the greatest risk-reward opportunity. The financial, energy, technology, healthcare and utility sectors combined represent approximately 50% of U.S. public companies, yet 70% of U.S. public company profits.

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"Together, we invest in people
and lasting business models."

"Together, we invest in people
and lasting business models."

"Together, we invest in people and lasting business models."

John F. Bright - Founder

John F. Bright - Founder

Our track record

Metrics that
prove value.

Metrics that prove value.

Metrics that
prove value.

0.8%

Net Annualized Performance Since Inception

0.8%

Net Annualized Performance Since Inception

0.8%

Net Annualized Performance Since Inception

0.5%

3-year Standard Deviation

0.5%

3-year Standard Deviation

0.5%

3-year Standard Deviation

0-40

Target # of Portfolio Holdings

0-40

Target # of Portfolio Holdings

0-40

Target # of Portfolio Holdings

0B

$

Minimum Market Capitalization

0B

$

Minimum Market Capitalization

0B

$

Minimum Market Capitalization

Not just investors,
we're partners.

Not just investors,
we're partners.

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Frequently Asked Questions

Frequently Asked Questions

Who owns Bright Investments?
What is the minimum investment to open an account?
Who is the custodian?
How do we protect our clients?
Who owns Bright Investments?
What is the minimum investment to open an account?
Who is the custodian?
How do we protect our clients?

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