September 13, 2018
Anne Walsh Named to List of Top Female Portfolio Managers by Citywire in Annual Alpha Female Report for 2018
NEW YORK – Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, is pleased to announce that Anne Walsh, Chief Investment Officer – Fixed Income, has been named one of the top female portfolio managers by Citywire in its annual Alpha Female Report for 2018.
Based on data from its fund manager database, Citywire’s Alpha Female Report provides annual figures and insight on performance and the number of women running actively managed funds. In its third edition, Citywire found that of the 16,084 portfolio managers it tracks, just 10.3% or 1,662 are women. Anne Walsh ranked No. 5 based on performance, and No. 1 based on value of assets overseen. Citywire’s analysis also highlighted the returns delivered by mixed-gender teams.
“Anne is a deeply valued member of our team. We are pleased to see this recognition of not only her performance, but also the power of diversity in fund management more broadly,” said Scott Minerd, Guggenheim’s Chairman of Investments and Global CIO. “At Guggenheim, Anne has long served as a leader in advancing our investment philosophy to deliver differentiated performance on behalf of our clients.”
Walsh joined Guggenheim in 2007 and oversees more than $185 billion in fixed income investments including Agencies, Credit, Municipals, and Structured Securities. She is responsible for portfolio design, strategy, sector allocation and risk management, as well as conveying Guggenheim’s macroeconomic outlook to Portfolio Managers and fixed income Sector Specialists.
“Anne’s contributions have been critical to providing superior value for our clients through active management,” said Jerry W. Miller, President of Guggenheim Investments. “We are proud to congratulate Anne on this important distinction and are grateful for all she’s done to help build Guggenheim Investments into what it is today.”
Previously, Walsh served as Chief Investment Officer at Reinsurance Group of America, a recognized leader in the global life reinsurance industry. Prior to joining RGA in 2000, Walsh served as Vice President and Senior Investment Consultant for Zurich Scudder Investments. Earlier, she held roles at Lincoln Investment Management and American Bankers Insurance Group.
Walsh holds a B.S.B.A. and M.B.A. from Auburn University and a J.D. from the University of Miami School of Law. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.
For more information, please visit https://www.guggenheiminvestments.com.
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $208 billion¹ in total assets across fixed income, equity, and alternative strategies. 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. Our 300+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results.
1Assets under management are as of 6.30.2018 and includes leverage of $11.7bn. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
*Citywire Fund Manager Ratings are based on manager’s three-year risk-adjusted performance to May 31, 2018.
Investing involves risk, including the possible loss of principal. Investments in fixed-income instruments are subject to the possibility that interest rates could rise, causing their values to decline. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Investors in asset-backed securities, including collateralized loan obligations (“CLOs”), generally receive payments that are part interest and part return of principal. These payments may vary based on the rate loans are repaid. Some asset-backed securities may have structures that make their reaction to interest rates and other factors difficult to predict, making their prices volatile and they are subject to liquidity and valuation risk. CLOs bear similar risks to investing in loans directly, such as credit, interest rate, counterparty, prepayment, liquidity, and valuation risks. Loans are often below investment grade, may be unrated, and typically offer a fixed or floating interest rate.
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