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Guggenheim Investment Management


Established in 2001, Guggenheim Investment Management, LLC (GIM) is a global financial services firm with a focus on client-based solutions utilizing investment expertise and innovation.

GIM is a subsidiary of Guggenheim Partners, LLC and serves as the investment adviser to the Transparent Value Trust.

GIM is dedicated to the creation and management of investor assets with specialized expertise in credit research, portfolio construction, origination and risk management.

With 65 investment professionals, GIM develops customized separately managed accounts within the context of individual investment guidelines for an array of clients, including domestic and international pension plans, insurance companies, foundations and endowments.

As of December 31, 2009, GIM had approximately $13.8 billion in assets under management.

  • $11.1 billion increase in firm assets from 2002 to 2009
  • Experienced 19% growth in firm assets during the challenging markets of 2008
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Glossary
RBP®
Required Business Performance® (RBP®) is not only the revenue necessary to support a given stock price for a given company; it also aims to tell us at the most granular level how many iPods® Apple has to sell, or how many stores Starbucks has to open, or how many packages FedEx has to ship to support the price of its stock.
RBP® probability
Measures the likelihood that management can deliver the required business performance necessary to support the price of its stock.
RBP® methodology
A reverse discounted free cash flow (DCF) analysis utilizing a company’s current stock price, its income statement, balance sheet and cash flow statements to determine what the current price of its stock implies about future free cash flow (FCF) and RBP®.

Discounted Cash Flow (DCF) analysis is a means to value a company by projecting the cash flows it will generate in the future and discounting them by the appropriate cost of capital, or interest rate, to determine the present value of those cash flows.

Free Cash Flow (FCF) is the amount of cash generated by a company from its normal operations which is available for distribution to investors, after taking into account any necessary investment.
RBP® analysis platform
The Transparent Value decision support tool is an interactive database which consists of Required Business Performance® (RBP®) values and RBP® probabilities for more than 2,000 global stocks that are used to construct the Dow Jones RBP® Family of Indexes.
RBP® snapshot
Provides updated company-specific RBP® information on a quarterly basis. The RBP® Snapshot consists of the RBP® probability and RBP® values for a particular company.
The Funds are new and have limited operating history. An investment in the Funds involves risks, including loss of principal. No assurance can be given that the investment objectives described herein will be achieved.

ADI is not affiliated with Guggenheim Investment Management, LLC, Transparent Value Advisors, LLC (“TVA”) and/or Guggenheim Partners, LLC. TVA and ADI are not affiliated with Dow Jones. Transparent Value Funds are distributed by ALPS Distributors, Inc (“ADI”).

Separately managed accounts and related investment advisory services are provided by Guggenheim Investment Management, LLC, a federally registered investment adviser.

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