As Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Prior to joining Guggenheim Partners, Mr. Minerd was a managing director at Morgan Stanley and Credit Suisse. He is involved in leadership roles at a number of civically-minded organizations, including Cedars-Sinai Medical Center and Strategic Partners Among Nations.
36 years old. Native German. I work as an equity analyst at a boutique Investment Bank in Europe. I started investing privately in 2001 - just to get burned badly. Got back to investing my private wealth in 2013 with great success so far. I prefer momentum and value strategies. Typically looking for out-of-favour stocks with quality business models. Use fundamental analysis (competitive strategy, defensibility, structural growth potential, valuation, free cash generation) combined with technical analysis for entry/exit points. I am willing to hold high conviction ideas for 1-2 years but will trade in and out of positions depending on news flow and technical indicators (oversold, overbought). I am currently heavily invested into oil and commodities (zinc, copper).
Currently I am majoring in Economics in the Arts and Sciences School at Cornell University and I have recently incorporated my own research company 'Legion Investments & Advisory Company LLC'. Academically, I have pursued my financial interest both inside and outside the classroom. At Cornell I have engaged in a demanding curriculum in finance, economics and public policy to understand the broad forces that affect financial markets. Additionally, I have managed a significantly capitalized IRA retirement portfolio over the past five years. I am particularly interested in bottom-up fundamental equity analysis in the context of macro and industry trends. In pursuing this interest I have analyzed financial statements and conducted both individual firm and industry wide research using, among others, quarterly earnings calls, financial statements, and evaluating emerging macro and industry trends.
My professional experience includes a corporate advisory internship with Standard Chartered in Beijing. My responsibilities included valuation modeling and macro-economic trend analysis with the goal of developing strategies to unlock value in client companies. Additionally, I had the opportunity to intern with FH International Asset Management As a credit analyst. Here I learned to quickly assess a firm’s financial strength and growth potential. My responsibilities included identifying exposure risk to foreign financing, commodity price fluctuations, currency risk and political stability in order to create a complete picture of a firm’s financial credibility. Through my professional experience I have developed strong financial analytic skills and proficiency using financial software.