We have more than $12 billion in tax-exempt, taxable, and tax credit securities assets under management. Our investment professionals have expertise across the municipal market and our portfolios provide diversification by geography, sector, repayment source, and structure.

 

For taxable municipal securities, we focus on direct payment obligations established under the American Recovery and Reinvestment Act of 2009, including military housing projects and Build America Bonds. We also leverage our deep fixed income platform to uncover opportunities created by tax credit programs established for secondary education facilities, renewable energy projects, and other infrastructure-related projects. These tax credit debt instruments are structured to provide a tax credit to the investor as opposed to a cash interest payment.


Key Investment Professionals

James Pass

Portfolio Manager


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

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Important Disclosures

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 Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.