STRATEGIES
Equity Strategies: Engineered Efficiency for Inefficient Markets
Irrational investor behavior is consistent and predictable and creates inefficiencies in global equity markets. Our approach aims to exploit these inefficiencies across different markets.
FACTS & FIGURES
Precision, Scale,
and Strategic Intent
Equity exposure managed across institutional, insurance, wealth management, and multi-asset mandates
Strategies tailored for market access, balance sheet optimization, or income
Part of a $362B+ platform¹ with broad asset class expertise and integrated oversight
A differentiated approach for investors who want equity market participation paired with the potential for meaningful income generation and risk mitigation. The strategy blends a quantitatively driven equity portfolio, a short options overlay, and a global risk management system into a single portfolio that seeks to maximize investment income and pursue superior risk-adjusted returns over a full market cycle.
Investors seeking to include specific market exposures in their portfolios can access dozens of Guggenheim Investments’ Rydex Strategies that include sector strategies and both leveraged and inverse exposure.
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.