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Institutional Strategies


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 seek to exploit inefficiencies across different markets.


Pioneers in Low Volatility

Empirical evidence for equities reveals an inverse relationship between risk and return. We developed our strategies with Nardin Baker, a pioneer of low volatility research. His 1991 paper The Efficient Market Inefficiency of Capitalization-Weighted Portfolios, as published in the Journal of Portfolio Management, is largely cited as proof of this market inefficiency.

Available strategies:

Minimum Volatility

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 seek to systematically exploit the premiums in index and ETF options markets.

Available strategies:

Enhanced Equity

Innovative Value Strategies

Our value team’s quantitative screening tool allows us to focus our fundamental research on stocks which we believe have the highest probability of delivering long-term outperformance. Focusing our bottom-up research on these stocks may provide our portfolios with a higher likelihood of delivering long-term outperformance.

Available strategies:

U.S. Value


© Guggenheim Investments. All rights reserved.

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 Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.