STRATEGIES

ALTERNATIVE STRATEGIES
DIFFERENTIATED RESULTS

Get access to hard-to-reach market segments, ranging from opportunistic corporate and structured credit strategies to real assets and liquid alternatives, that can deliver attractive absolute and risk-adjusted returns across different market environments.

BY THE NUMBERS

Diversification at Scale

Built to deliver equity-like returns with fixed-income discipline.

$78B

IN TOTAL
ALTERNATIVE ASSETS ¹
[INCLUDES ALTS, PRIVATE DEBT, GPI]

$16B

INVESTED ACROSS
PRIVATE DEBT VEHICLES
SINCE 2012 ²

$30B

DEPLOYED ACROSS
550 BORROWERS
SINCE 2002 ²

88%

LEAD INVESTOR IN
PRIVATE DEBT INVESTED
CAPITAL ³

Why Invest with Us

Sourcing Advantage

Deep relationships and origination capabilities across cycles.

Risk Management

Disciplined approach focused on downside protection.

Integrated Platform

Collaboration across public and private markets teams.

Performance Driven

Aligned incentives and a focus on long-term results.

Global Reach

Local expertise with a truly global footprint.

Designed for Modern Alternative Markets

Our platform is engineered from the ground up to handle illiquid assets, bespoke structures, and the operational demands of modern fund managers.

ALTERNATIVE STRATEGIES

INTEGRATED EXPERTISE.
DIFFERENTIATED OPPORTUNITIES

ALTERNATIVES

Explore Our Alternative Strategies

ABF offers a compelling opportunity to generate attractive income and portfolio diversification through loans backed by contractual cash flows from specific assets — including structured credit, acquisition and development loans, land banking, and home improvement lending — with underlying ownership rights providing an additional layer of protection. These investments are diversified across asset pools with built-in concentration limits, and operate as a differentiated return source outside of traditional corporate lending. Guggenheim Investments brings deep, specialized capabilities across origination, credit underwriting, risk management, and technology — enabling the team to source, evaluate, and manage these investments with precision.

CLOs are structured credit vehicles that pool together loans made to non-investment-grade borrowers, offering investors access to a diversified portfolio that helps mitigate the default risk associated with any individual loan or borrower. CLOs provide floating rate exposure with higher credit spreads, positioning them to perform well across varying interest rate environments while offering the potential for higher yields than traditional fixed-income alternatives such as government bonds or investment-grade corporate bonds. Our CLO management platform seeks to maintain a consistent approach to management, documentation, capital markets execution, and continuous monitoring and optimization. With our deep banking and sponsor relationships, we seek to construct portfolios of high quality, liquid assets.

A compelling solution for investors seeking attractive risk-adjusted returns from the essential backbone of the modern economy. The strategy invests across the full lifecycle of infrastructure projects from development through construction and into operation, capturing value at each stage of an asset’s maturity. From essential services like transportation, digital infrastructure, and the energy complex powering our modern world, the potential benefits of investing in infrastructure assets includes the potential for steady cash flow, inflation hedge, portfolio diversification, and resiliency through economic cycles. With the flexibility to invest across the capital structure including common equity, preferred equity, senior and mezzanine debt, and structured instruments, infrastructure and other real assets offer diversified exposure to a resilient asset class that has the potential to deliver durable income and long-term capital appreciation.

Military housing investments represent a distinctive segment within real assets, originating from the Department of Defense’s Military Housing Privatization Initiative enacted in 1996. Because demand and revenue are driven by military policy and federal budgeting rather than commercial real estate fundamentals, military housing has exhibited limited correlation with conventional residential or commercial property cycles. Our advantage in these real assets is our expertise in military installations that represent permanent infrastructure with consistent housing demand driven by military requirements rather than economic cycles. The on-installation housing faces minimal competitive pressure from surrounding markets due to servicemember preferences for proximity, security, and community.

Our opportunistic structured products strategy seeks compelling absolute returns from inefficient and underfollowed areas of the structured credit markets including mezzanine and residual tranche investments. The ability to directly originate investments provides unique flexibility to toggle between public and private markets depending on where the most attractive opportunities reside — offering differentiated return potential for investors looking to invest over longer time horizons.

Private credit offers the opportunity to capture higher income and returns relative to comparable below-investment-grade fixed income by seeking to capitalize on the illiquidity premium that public markets leave on the table. Guggenheim Investments’ approach centers on highly negotiated middle-market transactions—growth financings, recapitalizations, and acquisitions—backed by 20+ years of experience and an 80+ member corporate credit team. The global platform generates broad, proprietary deal flow across sectors and structures, while selective underwriting prioritizes credit quality over volume. Critically, the team has the ability to finance entire capital structures, stepping in where traditional lenders cannot or will not go. The result is a strategy designed to deliver differentiated risk-adjusted returns by combining deep sourcing, rigorous credit work, and the structural flexibility to execute transactions on favorable terms.

A vertically integrated approach to commercial real estate investing for clients seeking diversified exposure across both real estate debt and real estate structured equity opportunities. The strategy focuses on high conviction sectors—logistics/industrial, multifamily, hospitality, and neighborhood retail — where Guggenheim Investments sees compelling long-term demand dynamics. By sourcing, structuring, and servicing investments across the full property capital stack, the strategy is designed to seek attractive risk-adjusted returns while giving investors access to institutional-quality real estate opportunities.

OUR APPROACH

Precision Portfolios.
Insurance-Centric Design.

We take a fundamentally different approach to fixed income for insurers, designing strategies that reflect the regulatory, accounting, and capital efficiency needs of general accounts.

Every portfolio is built through close collaboration with dedicated insurance investment and strategy teams. From sourcing “scarce assets*” to restructuring for book income optimization, our process delivers consistent value beyond benchmarks.

 

* Scarce assets are assets that insurers want to hold but have difficulty sourcing. Such assets include private ABS, military housing, and other niche private assets where origination capabilities and relationships are necessary. We believe our historical experience and knowledge in managing insurance mandates with the help of our origination and sector team provides us with an advantage in finding value in scarce assets.