Equity

Our equity strategies are rooted in a common belief: irrational investor behavior is consistent and predictable and creates inefficiencies in global equity markets. We deliver a broad range of portfolio management expertise and employ disciplined investment processes to exploit inefficiencies across different markets.  

 

Pioneers in Low Volatility


According to modern portfolio theory, more risk is supposed to generate more return. Empirical evidence for equities, however, reveals an inverse relationship between risk and return. Senior portfolio manager Nardin Baker’s 1991 research paper The Efficient Market Inefficiency of Capitalization-Weighted Portfolios is largely cited as proof of this market inefficiency.

Dynamic Covered Call Approach


Ingrained behavioral biases cause investors to routinely overpay for index and ETF options to hedge their portfolios. Our dynamic covered call strategies employ a quantitative, rules- based investment process to systematically exploit the premiums in index and ETF options markets.

 

Innovative Value Strategies


Our value team’s quantitative screening tool quickly narrows an investment universe to stocks with the highest probability of outperformance. Focusing our bottom-up research on these stocks provides our portfolios with a higher likelihood of delivering long-term outperformance.

Available strategies:

Minimum Volatility

Available strategies:

Enhanced Equity

 

Available strategies:

US Value






 

Guggenheim

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• Not FDIC Insured • No Bank Guarantee • May Lose Value

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Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, and has $194 billion* in total assets across fixed income, equity, and alternatives. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors.

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