U.S. Value

Rigorous Fundamental Research Performed Through a Quantitative Lens

Our U.S. Value strategies seek to invest in the stocks of companies that appear undervalued based on our assessment of their intrinsic value. We apply the same investment process across approximately $1.9 billion in large-cap, SMID-cap and small-cap value strategies. Our disciplined, consistent process has historically delivered attractive long-term returns across these market capitalizations and through different market cycles.

Innovative Screening Tool

To identify potential investment candidates, we employ a proprietary quantitative screening tool that analyzes a company’s ROIC (Return on Invested Capital) in relation to its enterprise value. Historical evidence shows that ROIC is the most effective metric to determine the likelihood of a company’s ability to create future shareholder value. Our innovative screening tool allows us to focus our fundamental research on stocks with the highest probability of delivering long-term outperformance.

Long-Term Outlook

We analyze each company’s fundamentals within the context of a three-to-five year outlook. Our buy-to-own approach generally leads to low portfolio turnover and helps us purchase stocks at a discount from their intrinsic value.



Strong Track Record*

Small Cap Value Composite Returns
Top 4% of Competitor Universe Since Inception

SMid Cap Value Composite Returns
Top 1% of Competitor Universe Since Inception

Key Investment Professionals

Jim Schier, CFA
Portfolio Manager



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

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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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