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Naa Large Core Series (0P00003BS6)
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25/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 255.61M
Guggenheim Variable Funds Series A StylePlus - Lar
48.850
-0.050
-0.10%
- Overview
- Profile
- Historical Data
- Holdings
0P00003BS6 Overview
On this page you'll find an in-depth profile of Naa Large Core Series. Learn about the key management, total assets, investment strategy and contact information of 0P00003BS6 among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the S&P 500® Index. It invests at least 80% of its assets in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives that, when purchased, provide exposure to equity securities of companies with market capitalizations usually within the range of companies in the index and equity derivatives based on large-capitalization indices.
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 |
|---|---|---|---|
| Adam J. Bloch | Portfolio Manager | 2018 | Now |
| 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 | Now |
| 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 | 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. | ||
| 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. | ||
| B. Scott Minerd | Chairman | 2013 | 2017 |
| Biography | 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. | ||
| Mark P. Bronzo | Portfolio Manager | 2008 | 2013 |
| Biography | Mark has more than 25 years of experience in portfolio management, portfolio analytics, and securities trading in the financial markets. He currently manages the Large Cap Growth strategy. Mark has utilized a concentrated large-cap growth style for over 20 years, since the strategy’s inception in 1990. Prior to the Large Cap Growth strategy, Mark managed fixed income portfolios since 1982. Before joining Security Global Investors, Mark managed large-cap growth funds at Nationwide Separate Accounts LLC (NSA), where he served as managing director and member of the board of managers of NSA, the successor advisor to Groupama Asset Management N.A. (GAMNA). Prior to this role, he was the chairman, president and chief executive officer of Gartmore Mutual Funds II, Inc.; senior vice president, managing director and board member of GAMNA; chief investment officer of Sorema N.A. Holding Corporation; director and vice president of Fulcrum Insurance Company; and vice president of C&C Consultants, Inc. Mark helped create and build GAMNA from a $130 million to a $6 billion asset management firm. Mark earned a B.A. in economics from Boston College and an MBA from New York University. He has earned the right to use the Chartered Financial Analyst® designation. Due to the breadth of his industry knowledge, he has been featured on CNBC, and Bloomberg television and radio. | ||
| Mark A. Mitchell | Portfolio Manager | 2004 | 2013 |
| Biography | Mark joined Security Global Investors in 2002 and manages the Large Cap Value strategy and co-manages the All Cap Value strategy. He has more than 24 years of experience in the financial services industry. Before joining Security Global Investors, Mark was vice president and portfolio manager at GE Asset Management (GEAM). Prior to this role, he held several other positions at GEAM, including sector portfolio manager/research analyst and senior financial analyst in the firm’s Taxable Fixed Income Group. He held various financial analyst positions at GE Capital. Mark earned a B.S. in finance from the University of Nebraska and completed the GE Financial Management Program. He has earned the right to use the Chartered Financial Analyst® designation. Mark has been quoted in a variety of notable industry publications including Smart Money, Worth Magazine and Baron’s. | ||
| Terry A. Milberger | Assistant Portfolio Manager | 1989 | 2004 |
| Biography | Except for a three-year hiatus, Milberger has worked with Security Management Company since 1974. From 1979 to 1981, he worked as an assistant portfolio manager with Texas Commerce Bank. Milberger is a Chartered Financial Analyst and a member of the Kansas City Society of Financial Analysts. | ||
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