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Value Team
 

Value Team

Portfolio managers Jim Schier and Mark Mitchell don't aim to look like the benchmark. These "undiscovered" value managers invest in companies that they believe are trading at a discount and have the competitive edge to generate long-term profits. Both Jim Schier and Mark Mitchell have earned the right to use the Chartered Financial Analyst® designation and have been working together for nearly 10 years.

 

James Schier

James Schier, CFA

Portfolio Manager

Jim joined Security Global Investors (SGI) in 1995 as a senior equity research analyst and has been managing SGI's Mid-Cap Value strategy since 1997. Jim has also been responsible for managing SGI's Small-Cap Value strategy as well as co-managing the firm's All-Cap Value strategy since their 2008 inception dates. Jim has more than 27 years of experience in the financial services industry. Prior to joining SGI more than 10 years ago, Jim was a portfolio manager with Mitchell Capital Management and a portfolio manager and vice president with Fourth Financial. Jim began his career as a research analyst at Stifel Financial and Mercantile Trust, focusing on the retailing and financial services industries. Jim holds a bachelor's of business administration with a concentration in accounting from the University of Notre Dame and an MBA from Washington University. He has also earned the right to use the Chartered Financial Analyst® designation. Due to his breadth of industry knowledge, Jim has been widely quoted in the media, including The Wall Street Journal, Bloomberg, Investor's Business Daily and Barron's-which recently described him as "The Prairieland Prophet."
Mark Mitchell

Mark Mitchell, CFA

Portfolio Manager

Mark, who joined Security Global Investors (SGI) in 2002, is responsible for managing Security Large Cap Value strategy and co-managing Security All Cap Value strategy along with Jim Schier. He has more than 22 years of experience in the financial services industry. Before joining SGI, Mark was vice president and portfolio manager at GE Asset Management (GEAM). Prior to this role, he held several other positions at GEAM, including sector portfolio manager/research analyst and senior financial analyst in the firm's Taxable Fixed Income Group. He also held various financial analyst positions at GE Capital. Mark holds a bachelor's degree in finance from the University of Nebraska and he completed the GE Financial Management Program (FMP). He has also earned the right to use the Chartered Financial Analyst® designation. Due to his breadth of industry knowledge, Mark has been quoted in a variety of notable industry publications, including SmartMoney, Worth Magazine and Barron's.

Read the fund's prospectus and summary prospectus (if available) carefully before investing. It contains the fund's investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.rydex-sgi.com or call 800.820.0888.

Rydex|SGI funds are distributed by Rydex Distributors, LLC (RDL). Security Investors, LLC (SI) is a registered investment advisor, and does business as Security Global Investors® and Rydex Investments. SI and RDL are affiliates and are subsidiaries of Security Benefit Corporation, which is wholly owned by Guggenheim SBC Holdings, LLC, a special purpose entity managed by an affiliate of Guggenheim Partners, LLC, a diversified financial services firm with more than $100 billion in assets under supervision.