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37.790
+0.080
+0.21%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.64M
Guggenheim StylePlus - Mid Growth Fund Institution
37.790
+0.080
+0.21%
- Overview
- Profile
- Historical Data
- Holdings
Naa Mid Growth Fund Institutional Overview
On this page you'll find an in-depth profile of Naa Mid Growth Fund Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P0000URMN among other information.
Investment Strategy
The investment seeks long-term capital growth. Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in Mid-capitalization securities that the Adviser considers having “growth” characteristics. The fund manager defines “growth” as investments having what the Adviser believes to be above-average growth rates as compared to their industry or the overall market. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Julian Koski | Founder | 2024 | Now |
| Biography | Julian Koski is responsible for the development of portfolio strategy for the Sub-Adviser,Transparent Value. He is a co-developer of the RBP methodology and a co-founder of Transparent Value LLC. Prior to founding Transparent Value LLC in June 2003, Mr. Koski was previously CEO at Financial Resource Group. He attended the University of Witwatersrand and University of South Africa. | ||
| Armen Arus | co-developer | 2024 | Now |
| Biography | Armen Arus is responsible for the development of portfolio strategy for Transparent Valuer. He is a co-developer of the RBP methodology and a co-founder of Transparent Value LLC. Prior to founding Transparent Value LLC in June 2003, Mr. Arus was with Financial Resource Group LLC where he worked on all aspects of executing private equity, M&A, and bridge-financing transactions. He attended the New York University Stern School of Business. | ||
| Burak Hurmeydan | Director | 2024 | 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. | ||
| Konstantin Tourevski | Portfolio Manager | 2024 | Now |
| Biography | Konstantin Tourevski a Senior Portfolio Manager of the Adviser and has been in that role since 2019. From 2003 to 2019, Mr. Tourevski served various senior investment roles at Loews Corporation. Prior to that, Mr. Tourevski was an investment analyst at JP Morgan Asset Management. Mr. Tourevski holds a BA in Economics from New York University and an MBA from Columbia Business School; he is also a CFA Charterholder. | ||
| Hugo Chang | Portfolio Manager | 2024 | Now |
| Biography | Hugo Chang is a Senior Managing Director of New Age Alpha in charge of Index Development. Before New Age Alpha, he held similar responsibilities at Invesco Indexing and as Vice President for Guggenheim Partners. Mr. Chang has also served as Senior Research Analyst for S&P Dow Jones Indices and was instrumental in custom index research and analytics. Mr. Chang has a master’s degree in Financial Engineering from the University of California, Berkeley and is a CFA Charterholder and Financial Risk Manager. | ||
| Adam J. Bloch | Portfolio Manager | 2018 | 2024 |
| Biography | 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 | 2024 |
| Biography | 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 | 2024 |
| 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. | ||
| Jayson B. Flowers | Senior Managing Director | 2013 | 2020 |
| Biography | 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 |
| 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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