Key Executives
Name | Title | Pay | Exercised | Year Born |
---|---|---|---|---|
Mr. Donald Christopher Cacciapaglia | Chief Exec. Officer and Interested Trustee | -- | -- | 1951 |
Ms. Anne Bookwalter Walsh C.F.A. | Sr. Managing Director, Assistant Chief Investment Officer and Portfolio Mang. | -- | -- | 1964 |
Mr. James W. Michal | VP and Portfolio Mang. | -- | -- | -- |
Guggenheim Strategic Opportunities Fund
- Sector:
- Financial Services
- Industry: Asset Management
Description
Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and through derivatives such as writing covered call and put options to invest in the stocks of companies operating across diversified sectors. It invests in the value stocks of companies of all capitalizations. The fund employs a combination of quantitative and qualitative analysis to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in securities such as corporate bonds, loans, loan participations, structured finance investments, U.S. government and agency securities that are not rated below below CCC by S&P or Caa2 by Moody's. For the equity part of the portfolio the fund benchmarks S&P 500 Index and for the fixed income part it benchmarks Barclays Aggregate Bond Index. It was formerly known as Claymore/Guggenheim Strategic Opportunities Fund. Guggenheim Strategic Opportunities Fund was formed on November 13, 2006 and is domiciled in the United States.
Corporate Governance
Upcoming Events
April 7, 2025 at 8:00 PM UTC - April 14, 2025 at 8:00 PM UTC
Guggenheim Strategic Opportunities Fund Earnings Date
Recent Events
October 30, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
August 27, 2024 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
August 20, 2024 at 12:00 AM UTC
NPORT-P/A: Monthly Portfolio Investments Report on Form N- PORT (Public)
August 14, 2024 at 12:00 AM UTC
N-CEN: Annual Report for Registered Investment Companies
July 31, 2024 at 12:00 AM UTC
40-17G: Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
July 29, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)