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41.37
+0.34
+0.83%
- Morningstar Rating:
- Total Assets: 288.26M
Guggenheim Mid Cap Value A
41.37
+0.34
+0.83%
- Overview
- Profile
- Historical Data
- Holdings
Guggenheim Smid Cap Value Fund Class A Overview
On this page you'll find an in-depth profile of Guggenheim Smid Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SEVAX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts ("ADRs"), that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2500® Value Index.
Contact Information
Address
330 Madison Avenue
New York,NY 10017
United States
New York,NY 10017
United States
Phone
212.518.9290
Fax
212.644.4131
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Christopher L. Phalen | Assistant Vice President, Portfolio Manager | 2023 | Now |
| Biography | A seasoned 17-year veteran of Security Benefit Corporation (SBC) with 14 years of investment industry experience, Chris brings substantial portfolio management and analytical experience to the team. He covers the industrials sector for the value equity strategies. Chris served most recently as SBC’s chief risk officer. He has served as head of fixed income at Security Global Investors, fixed income portfolio manager for Security Benefit Corporation’s life insurance general account, and fixed income portfolio manager of the Capital Preservation Fund. Chris earned a B.S. in business administration and accounting from the University of Kansas. He has earned the right to use the Chartered Financial Analyst® designation. | ||
| Burak Hurmeydan | Director | 2018 | Now |
| Biography | Burak Hurmeydan, Ph.D., is a Director and Portfolio Manager of Guggenheim Partners. Dr. Hurmeydan joined Guggenheim in 2011 as an Analyst of Quantitative Strategies. Before joining Guggenheim, he was a Quantitative Risk/Research Analyst with Citadel Asset Management from 2008 to 2009. He earned his B.S. in Economics from Eastern Mediterranean University and an M.S. degree in Economics from Louisiana State University. Dr. Hurmeydan earned a Ph.D. in Economics with a specialization in Financial Econometrics from Louisiana State University. | ||
| David G. Toussaint | Research Analysts | 2017 | Now |
| Biography | David G. Toussaint, CFA, Managing Director and Portfolio Manager of Security Investors. He has co-managed Guggenheim Large Cap Value Fund, Guggenheim SMid Cap Value Fund and Guggenheim Small Cap Value Fund since January 2017. Mr. Toussaint has more than 25 years of investment industry experience. From 2012 to 2016, Mr. Toussaint was a Senior Equity Research Analyst covering the energy, utilities, and healthcare sectors for the value equity funds. From 2000 to 2012, he served as the portfolio manager for the firm’s high yield mutual fund strategy. Prior to joining the Investment Manager in 2000, Mr. Toussaint was a fixed-income credit research analyst and an investment accounting manager for Allstate Insurance. Mr. Toussaint earned a B.A. in Economics from the University of Illinois, a M.S. in Accounting from DePaul University and an MBA in Finance from the University of Chicago. He is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst® designation. | ||
| Farhan Sharaff | Assistant CIO, Equities | 2015 | Now |
| Biography | 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. | ||
| Gregg Strohkorb | Quantitative Equity Analyst | 2015 | Now |
| Biography | Gregg Strohkorb, CFA, Director and Portfolio Manager of Security Investors, has managed Guggenheim SMid Cap Value Fund, Guggenheim Large Cap Value Fund and Guggenheim Small Cap Value Fund since August 2015. Mr. Strohkorb joined the Investment Manager in 2006 and also serves as a senior quantitative research analyst. Prior to joining the firm, Mr. Strohkorb was a Quantitative Equity Analyst for Denver Investment Advisors and a small hedge fund. In addition, Mr. Strohkorb has extensive experience in software development, systems management and database management. This includes experience with Morgan Stanley in international equity trading, settlement, corporate actions and securities lending systems. He earned a B.S. in Biological Sciences and an M.S. in Applied Science from The College of William and Mary and an MBA in International Business from the American Graduate School of International Management. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| James P. Schier | Portfolio Manager | 1997 | Now |
| Biography | 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. | ||
| Scott Hammond | Portfolio Manager | 2015 | 2018 |
| Biography | 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. | ||
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