HOME STRATEGIES EQUITIES Institutional Strategies Equity 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 Subscribe to Our Perspectives Follow us OUR FIRM Firm Overview Sustainability Heritage Guiding Principles Our People Results Investment Process In the News Compliance OUR STRATEGIES Fixed Income Equities Alternatives OUR PERSPECTIVES Global CIO Outlook Macroeconomic Research Sector Views Portfolio Strategy Research Institutional Insights Video & Podcasts CONTACT US REPORTING PORTAL PRIVACY POLICY BUSINESS CONTINUITY LEGAL INFORMATION FORM CRS – CLIENT RELATIONSHIP SUMMARY © 2021 Guggenheim Investments. All rights reserved. *Assets under management is as of 9.30.2021 and includes leverage of $17.9bn. 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, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. We use cookies on our site. You may control whether and how your browser accepts cookies; please see your browser help documentation for more information. To learn more about the information we collect and how we use it, view our Privacy Policy. OK