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獲取優惠
39.450
-0.360
-0.90%
14/11 - 延遲資料. USD 貨幣
- 晨星評級:
- 總資產: 1.26M
Guggenheim StylePlus - Mid Growth Fund Institution
39.450
-0.360
-0.90%
0P0000URMN綜觀
你可在本頁找到深入的NAA Mid Growth Fund Institutional公司檔案，包括0P0000URMN的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
330 Madison Avenue
New York,NY 10017
United States
New York,NY 10017
United States
電話
212.518.9290
傳真
212.644.4131
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Adam J. Bloch | Portfolio Manager | 2018 | now |
| 自傳 | Adam Bloch, Managing Director and Portfolio Manager of Guggenheim Partners. Mr. Bloch joined Guggenheim Partners in 2012 and is a Portfolio Manager for the firm's Active Fixed Income and Total Return mandates. Mr. Bloch works with the Chief Investment Officers and other Portfolio Managers to develop portfolio strategy that is in line with the firm’s views. He oversees strategy implementation, working with research analysts and traders to generate trade ideas, hedge portfolios, and manage day-to-day risk. Prior to joining Guggenheim Partners, he worked in Leveraged Finance at Bank of America Merrill Lynch in New York where he structured high-yield bonds and leveraged loans for leveraged buyouts, restructurings, and corporate refinancings across multiple industries. Mr. Bloch graduated from the University of Pennsylvania. | ||
| Qi Yan | Managing Director | 2016 | now |
| 自傳 | Qi Yan, Managing Director and Portfolio Manager in equity and equity derivative strategies of Guggenheim Partners. Mr. Yan joined Guggenheim Partners in 2005. In addition to his portfolio management responsibilities, Mr. Yan works closely with institutional clients in developing and implementing customized risk management solutions. Mr. Yan earned his M.S. in Statistics from Yale University, and his B.S. in Mathematics from Cambridge University. | ||
| Farhan Sharaff | Assistant CIO, Equities | 2013 | now |
| 自傳 | Farhan Sharaff has served as a Portfolio Manager for each Fund since 2017. He is Assistant Chief Investment Officer, Equities, Senior Managing Director and Portfolio Manager of Guggenheim Partners. Mr. Sharaff joined Guggenheim Partners in May 2009. Mr. Sharaff has more than 30 years of experience in investment research and investment management. Prior to joining Guggenheim Partners, he was a Partner and Chief Investment Officer at MJX Capital Advisors, a wealth management firm focused on providing advice and investment management for its clients, especially in the traditional and alternative asset classes and Guggenheim Investments plc. Prior to that, Mr. Sharaff served as the global Chief Investment Officer at CIGNA Corporation, Zurich Scudder Investments and Citigroup. In all of the above engagements, Mr. Sharaff was responsible for research, investment management, product development and investment risk management. He was also a member of the business management teams at Citigroup and Zurich Scudder. Mr. Sharaff has a B.S. in Electrical Engineering from the University of Aston (U.K.) and an MBA in Finance from the Manchester Business School (U.K.). In addition, Mr. Sharaff sits on boards of CITIC Capital Asset Management, Clarfeld Financial Advisors, and Guggenheim Global Investment plc. | ||
| Jayson B. Flowers | Senior Managing Director | 2013 | 2020 |
| 自傳 | Jayson B. Flowers joined Guggenheim Partners in 1998 and serves as the Head of Guggenheim’s Equity and Derivative Strategies where he manages the portfolios, risk, and trading across the Equity, Derivatives, Managed Futures, and Commodity Strategies. His investment experience ranges in expertise from Managing Portfolios and Risk on Structured Product Investments, Global Equity Arbitrage, Alternatives, and Asset Backed Strategies, to Trading U.S. Government Agencies, Foreign Sovereign Debt, Commodities, Managed Futures, Currencies, and Derivatives. Prior to Guggenheim, Mr. Flowers was a founding partner of Adventure Capital, a Venture Capital and Merchant Banking company. Previously Mr. Flowers was at Credit Suisse First Boston, Dominick & Dominick Inc., and Coopers & Lybrand. Mr. Flowers holds a B.A. in Economics from Union College. | ||
| Scott Hammond | Portfolio Manager | 2013 | 2018 |
| 自傳 | Mr. Hammond is a Managing Director of Guggenheim’s Equities Strategies and a Portfolio Manager for Guggenheim’s Value, Minimum Volatility and Transparent Value strategies. He joined the firm in 2009 as a dedicated resource for Transparent Value. Since that time Mr. Hammond’s role at Guggenheim has expanded to include broader support of the Guggenheim Equities business. Prior to joining Guggenheim, Mr. Hammond was Head of ETF Portfolio Management at Northern Trust where he was responsible for a diverse portfolio of international ETF funds. Additionally, he served as a Portfolio Manager at Barclays Global Investors with responsibilities for the management of $90 billion in institutional assets. Mr. Hammond received a B.A. in Economics from the University of New Hampshire and an MBA from Purdue University’s Krannert Graduate School of Management. | ||
| B. Scott Minerd | Chairman | 2013 | 2016 |
| 自傳 | B. Scott Minerd, Chairman, Global Chief Investment Officer, Managing Partner and Portfolio Manager of Guggenheim Partners. Mr. Minerd joined Guggenheim Partners (or its affiliate or predecessor) in May 1998. Mr. Minerd leads Guggenheim Partners' research on global macroeconomics and guides the firm’s investment strategies.Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units. Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse. Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC, where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania. | ||
| Joseph C. O'Connor | Portfolio Manager | 2008 | 2013 |
| 自傳 | Joe has over 25 years of experience in the investment management industry. He currently manages the Mid Cap Growth strategy. Joe served in the same capacity at Nationwide Separate Accounts LLC (NSA), the successor advisor to Groupama Asset Management (GAMNA). Before NSA, from April 2000 to May 2003, he was senior vice president, managing director and board member of Groupama Asset Management. From 1989 to April 2000, he was a managing director at Donaldson Lufkin & Jenrette Securities where he was the corporate bond product manager and among the top producers in the fixed income division. His management function entailed integrating DLJ's distribution system into the research, trading, and capital markets capabilities of the division. He worked as a corporate bond salesman at L.F. Rothschild, Unterberg and Towbin from 1982 to 1989. Joe earned a B.S. in finance from St. John's University in 1982, graduating second in his class. He currently serves on the St. John's University Board of Trustees and the Tobin College of Business’s Board of Advisors. | ||
| James P. Schier | Portfolio Manager | 1998 | 2008 |
| 自傳 | James P. Schier, CFA, Senior Managing Director and Portfolio Manager of Security Investors, has been the manager of Guggenheim SMid Cap Value Fund since its inception (May 1997), Guggenheim Small Cap Value Fund since its inception (July 2008), and Guggenheim Large Cap Value Fund since August 2015. While employed by the Investment Manager, he also served as a research analyst. Prior to joining the Investment Manager in 1995, he was a portfolio manager for Mitchell Capital Management from 1993 to 1995. From 1988 to 1993, he served as Vice President and Portfolio Manager for Fourth Financial. Prior to 1988, Mr. Schier served in various positions in the investment field for Stifel Financial, Josepthal & Company and Mercantile Trust Company. Mr. Schier earned a Bachelor of Business degree from the University of Notre Dame and an MBA from Washington University. He is a Chartered Financial Analyst charterholder. | ||
| Cindy L. Shields | Portfolio Manager | 1994 | 1998 |
| 自傳 | Shields joined Security Management Company in 1989 and became a portfolio manager in 1993. Shields is a Chartered Financial Analyst. | ||
| Ronald L. Niedziela | Vice President, Senior Portfolio Manager | 1987 | 1994 |
| 自傳 | Niedziela is a vice president and senior portfolio manager for Security Management Company. He joined the firm in 1987 after spending two years as manager of in-house pension investments for Eaton Corporation. From 1982 to 1986, he served as investment director of the special-equities division for the State of Wisconsin Investment Board. Niedziela is a Chartered Financial Analyst and a member of the Kansas City Society of Financial Analysts. He was born April 26, 1940 in Buffalo, New York. | ||
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