Opportunistic Corporate Credit

Seeks to deliver high total returns and current yield with limited duration

Guggenheim Investments has more than $65 billion in total corporate credit AUM. With 100+ investment professionals, Guggenheim’s Corporate Credit team is one of the largest and most experienced in the industry. The Opportunistic Corporate Credit strategy benefits from our leadership in leveraged finance, deep industry research and expertise in structuring transactions. The strategy invests across the breadth of opportunities generated by our integrated corporate credit platform.

Strong Track Record1
The strategy has delivered net returns of 16.2% per annum since inception in 2006, significantly outperforming its benchmark2 and hedge fund indices across different market environments.

High Current Yield
The strategy has an adjusted current yield of 8.6%2 and takes limited interest rate risk with an effective duration of less than one year. Offering quarterly distributions of 80% of current income and realized gains, the strategy has offered more than $800 million to investors since inception.

Extensive Research and Deal Structuring Capabilities
The strategy is distinguished by a research- and negotiation-intensive approach that capitalizes on Guggenheim’s substantial sourcing, research, structuring and legal resources. Our ability to actively negotiate covenants, deal structures and pricing while generating significant levels of transaction fee income mitigates downside risk, has enhanced total return and enabled the strategy to generate alpha in different market environments. With our broad-based leadership in the credit market, we seek to generate returns from a variety of sources:

  • Higher-yielding, complex and under-followed credits
  • Privately originated loans
  • Stressed and distressed debt
  • Bridge loans and discounted revolvers
  • Post-reorganization and levered equities
  • Enhanced returns by leading transactions and negotiating deal structures  

Monetizing Complexity Across Market Environments
The strategy launched during the financial crisis. Our deep research capabilities and stable capital base enabled the purchase of attractive securities at stressed and distressed prices. When concerns about European sovereign debt drove market volatility in 2011, our strong research coverage provided us with conviction to continue to purchase and own attractively valued credits. Today, Dodd-Frank/The Volcker Rule and Basel III regulations and updated leveraged lending guidelines are dramatically reshaping the banking landscape.

Guggenheim is one of the few firms with the resources and relationships with management teams, financial sponsors and capital markets professionals to actively drive deal solutions in the new banking environment, enabling the strategy to capitalize on this structural shift in the capital markets. With its strong performance track record, low correlation and high risk-adjusted returns, we believe the Opportunistic Corporate Credit strategy can be a compelling solution in any economic or market environment.

Key Investment Professionals

James Michal Jeffrey Abrams
Portfolio Manager, Corporate Credit Investment Committee Member

Kevin Gundersen, CFA
Portfolio Manager, Corporate Credit Investment Committee Member

Zachary Warren
Portfolio Manager, Corporate Credit Investment Committee Member

Thomas Hauser
Portfolio Manager, Corporate Credit Investment Committee Member

Matt Bloom Matthew Bloom
Head of Research, Corporate Credit Investment Committee Member

Learn More

Learn more about our fully integrated Corporate Credit investment team

The Opportunistic Corporate Credit strategy is available as a private commingled fund. For more information, please contact us.




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• Not FDIC Insured • No Bank Guarantee • May Lose Value

Guggenheim Investments Guggenheim Investments

Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $198 billion1 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

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