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Anne Bookwalter Walsh

Anne Bookwalter Walsh

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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Anne B. Walsh is assistant chief investment officer, fixed income, senior managing director and portfolio manager at Guggenheim Partners. She is also portfolio manager for the Guggenheim Build America Bonds Managed Duration Trust. Walsh joined Guggenheim Partners (or its affiliate or predecessor) in 2007, and oversees more than $100 billion in fixed income investments. She is responsible for portfolio design and strategy, sector allocation and risk management for client portfolios, and conveying Guggenheim’s macroeconomic outlook to portfolio managers and fixed income sector specialists. Prior to joining Guggenheim, Walsh served as chief investment officer at Reinsurance Group of America. Walsh received her BSBA and MBA from Auburn University and her J.D. from the University of Miami School of Law. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.

Citywire Rating: AAA rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Guggenheim Limited Duration Fund;Institutional 2.3 % 0.4 0 %

League Table - Rank 8/150 (1st quartile)

rank Manager Return
6 Joseph D'Angelo 6. Joseph D'Angelo 2.4%
6 Douglas G. Smith 6. Douglas G. Smith 2.4%
8 Steven H. Brown 8. Steven H. Brown 2.3%
8 Anne Bookwalter Walsh 8. Anne Bookwalter Walsh 2.3%
8 Adam Bloch 8. Adam Bloch 2.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 0.4% 0.4%
2017 3.5% 1.0% 0.9% 0.7% 0.8%
2016 4.1% 0.0% 1.6% 1.8% 0.6%
2015 2.0% 1.3% 0.7% 0.1% -0.1%
2014 2.3% 0.6% 0.9% 0.5% 0.4%

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