Multi Asset

Flexible and dynamic multi asset strategy designed to deliver attractive absolute and risk-adjusted returns


The Multi Asset strategy has the full flexibility to invest across the breadth of opportunities generated by Guggenheim’s $220 billion* investment platform. The strategy seeks to deliver attractive absolute returns while reducing volatility and drawdowns over full market cycles. The strategy seeks to invest across the full spectrum of the fixed income markets and tactically allocates to equities and alternatives as changing market conditions generate undervalued investment opportunities.

Opportunistic Positioning

The Multi Asset strategy employs a flexible, dynamic investment approach designed to incorporate Guggenheim’s rigorous bottom-up security research and extensive macroeconomic insight.

Our fixed income investment professionals use a fundamental credit-intensive research process that incorporates our deep knowledge of security types, industries, structures, and issuers.

We invest across the full spectrum of the fixed income market, including asset-backed securities, investment grade and high yield corporates, bank loans, residential and commercial mortgage-backed securities, and municipals. Many of the securities we research are complex and underfollowed by other market participants.

To capitalize on inefficiencies across different markets and align the strategy’s positioning with our macroeconomic and capital markets views, we use a combination of common stocks, ETFs, and derivatives to gain long and/or short exposure to equities and alternatives across global markets.

Derivative instruments are also used to help provide downside protection or take advantage of specific market events like changing interest rates and credit spreads.

 

Peer Rankings*

 

Multi Asset Composite Returns*

Top 19% of Competitor Universe
Since Inception


Related Alternative Strategies


Key Investment Professionals

Anne Walsh, CFA

Chief Investment Officer, Fixed Income

Steven Brown, CFA

Portfolio Manager

Jayson Flowers

Portfolio Manager

Adam Bloch

Portfolio Manager


Contact Us

Contact Guggenheim Investments for more information about this strategy or to learn more about our capabilities.

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Important Disclosures

*As of 06/30/2020. Multi-Asset ranking based on gross returns for Guggenheim’s Multi-Asset Composite versus 705 competitors in the eVestment Alliance Absolute Return universe. For the last 1-, 3-, 5-and 7-year periods, Multi Asset ranked in the top 47%, 47%, 35% and 35%, respectively, versus 1811, 1680, 1493 and 1291 competitors, respectively. Data taken from eVestment Alliance on 07/30/2020.

Guggenheim Investments composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment Alliance (EA) universe. EA provides third party databases, including the institutional investment database from which the presented information was extracted. The EA institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Only information regarding full year performance and rankings is presented as Guggenheim Investments believes performance for a full year period is an important factor. Additional information regarding EA rankings for year to date and since inception performance of the composites is available on EA’s website. Please see the disclosure page for more information about the rankings presented above.

Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its investment objectives or is suitable for all investors. Diversification does not ensure profit nor protect against loss. Every asset class is subject to various risks that affect their performance in different market cycles. Fixed income investments are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equity investments are subject to market risk or the risk of loss due to adverse company and industry news, or general economic decline. Alternative investments are subject to market risk, currency risk, foreign investment risks, liquidity risks, higher fees and expenses, regulatory restrictions, and volatility due to speculative trading and use of leverage.




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Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.