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Mutual Fund Spotlights

 

Anne Walsh Ranks #6 in CNBC’s—Ranking America’s Top 20 Female Portfolio Managers

Of the 15,000 global portfolio managers tracked by Citywire, just 1,512 or 10 percent are women. In this ranking CNBC focused on the top 20 female portfolio managers in the United States. Guggenheim’s Anne Walsh ranked #6.

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Risk Managed Real Estate Fund (GURIX)

Discover a Morningstar 5-Star rated fund (as of 3.31.2018) that seeks to deliver attractive returns while managing volatility and drawdown risks associated with real estate investing.

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The Importance of a Systematic Equity Allocation

Given the impact of financial crises and the volume and diversity of opinion in the financial media, it feels harder than ever to confidently make an equity allocation decision. Guggenheim created the Directional Allocation overlay to help limit the effects that market noise and emotions can have on an equity allocation. This is important because all pullbacks are not created equal. Want to know More?

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Ticker.com A Unique Approach to REIT Investing Through a Risk Managed Framework

Thomas Youn, portfolio manager of the Guggenheim Risk Managed Real Estate Fund, explains how the fund takes a differentiated approach that’s designed to provide the many benefits of REIT exposure while seeking to mitigate volatility.

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The Future of Core Fixed Income

Given the current interest rate environment it may make sense to shift toward a more diversified multi-sector approach to maximize a fixed income allocation. Guggenheim Total Return Bond Fund offers a more sustainable way to manage interest rate risk and generate attractive returns.

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Guggenheim Macro Opportunities Fund Named a ‘Best 40 Act Fund’

 

Nontraditional bond mutual fund recognized for both quantitative and qualitative excellence at 2017 HFM U.S. Hedge Fund Performance Awards.

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The Wall Street Transcript – Money Manager Interview: A Real Estate Fund Providing REIT Exposure While Mitigating Risk

 

Tom Youn, Managing Director and Portfolio Manager, discusses the role of real estate investment trusts (REITs) in investors’ portfolios. He also shares Guggenheim’s approach to investing in REITs and provides highlights of the Guggenheim Risk Managed Real Estate Fund (GURIX).

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Strategies for a Low-Yield Environment

 

Investors face a new paradigm in the wake of quantitative easing programs put in place by central banks around the world. Faced with low yields on Treasurys in the United States and negative yields on sovereign debt overseas, the challenge all investors face is how to generate meaningful risk-adjusted returns. Scott Minerd, Global Chief Investment Officer, and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on where our investment team is finding value.

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Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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