• Introduction

    Investors often get caught up in trying to pick winning stocks.
    We believe successful investing is much more about actively avoiding stock losers.
    Picking winners requires making accurate predictions about a company’s future success, but by definition the future is completely unknowable. Basing investment decisions on the unknowable may only increase the likelihood of being wrong and investing in a loser—and the fact is that losers often end up being the greatest determinant of overall performance.

    Applying a disciplined approach to managing equity is our research intensive process, which establishes a clear link between a company’s stock price and what its management must do on a daily basis to justify that valuation.

    At the heart of this process is a success measure called Required Business Performance® (RBP®) Probability, and it evaluates one simple question:
    Can management deliver the performance necessary to support the stock price?
  • MAX
    10Y
    5Y
    3Y
    1Y
    YTD
    6M
    3M
    1M
    5D
    Past performance does not guarantee future results.
  • Corporate Address

    Transparent Value LLC

    330 Madison Avenue
    10th Floor
    New York, NY 10017
    support@transparentvalue.com


    Media Inquiries

    Ivy McLemore

    ivy.mclemore@guggenheimpartners.com

    212-518-9859
  • Disclaimer

    TERMS AND CONDITIONS OF USE

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    NO WARRANTIES MADE AS TO SECURITY

    TV makes no warranty whatsoever to you express or implied, regarding the security of the website, including with respect to the ability of unauthorized persons to intercept or access information transmitted by you through this service. SYSTEM OUTAGES, SLOWDOWNS AND CAPACITY LIMITATIONS/DELAYS IN ORDER ROUTING, EXECUTIONS AND TRADE REPORTS As a result of high Internet traffic, transmission problems, systems capacity limitations and other problems, you may, at times, experience difficulty accessing the website or communicating with TV through the Internet or other electronic and wireless services. Any computer system or other electronic device, whether it is yours, an Internet service provider's or TV's can experience unanticipated outages or slowdowns, or have capacity limitations.


    ACCESS TO RBP® REPORTS - FREE LOGIN

    TV currently makes RBP® Reports available without charge. TV may change its policy of offering the Reports without charge; may limit your access to multiple Reports or types of Reports or to portions of Reports; or may require you to provide certain information before using the Reports. TV may make any or all of these changes at any time without prior notice to you.


    NO DUTY TO UPDATE PREVIOUSLY-ISSUED MATERIAL

    TV may change the RBP® methodology at any time wthout notice to you, and does not undertake to advise you of any changes to a previously-issued RBP® Report that may result from changes to its methodology.


    CONTENT NOT TO BE CONSTRUED AS A SOLICITATION OR RECOMMENDATION

    This material has been prepared for informational purposes only without regard to any particular user's investment objectives, financial situation or means, and TV is not soliciting any action based upon it. This material is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product or instrument; or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal. Certain transactions, including those involving futures, options and high-yield securities, give rise to substantial risk and are not suitable for all investors. Although this material is based upon information that TV considers reliable and endeavors to keep current, TV has not verified this information and does not represent that this material is accurate, current or complete and it should not be relied upon as such.


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    NO REPRESENTATIONS MADE AS TO OTHER SITES OR LINKS

    This service may provide links to certain Internet sites (the "Sites") sponsored and maintained by third parties. TV is providing such links solely as a convenience to you. Accordingly, TV makes no representations concerning the content of the Sites. The fact that TV has provided a link to the Site does not constitute an endorsement, authorization, sponsorship or affiliation by TV with respect to the Site, its owners or its providers. TV has not tested any information, software or products found on any of the Sites and therefore does not make any representations with respect thereto, including any representations regarding the content or sponsors of the Site, or the suitability or appropriateness of the products or transactions described therein.

    © Transparent Value, LLC 2016

  • S&P Dow Jones Notices

    Guggenheim RBP Blended IndexSM1 and Guggenheim RBP Large-Cap Defensive IndexSM (the “indexes”) are the property of Transparent Value, which has contracted with S&P Dow Jones indices LLC or its affiliate (“S&PDJI”) to maintain and calculate the indexes. The S&P 2 –Year Treasury Note Futures Total Return Index is the property of S&P and/ or its their party licensors and has been licensed by S&PDJI for use by Transparent Value in connection with the indexes. S&PDJI shall have no liability for any errors or omissions in calculating the indexes.

  • Privacy Policy

    Our Commitment to You

    Transparent Value considers your privacy our utmost concern. When you become a Transparent Value investor, you entrust us with not only your hard-earned money but also with personal and financial information about you. We recognize that your relationship with us is based on trust and that you expect us to act responsibly and in your best interests. Because we have access to this private information about you, we hold ourselves to the highest standards in its safekeeping and use, This means, most importantly, that we do not sell client information to anyone—whether it is your personal information or if you are a current or former Transparent Value client.

    The Information We Collect About You

    In order to provide you with individualized service, we collect certain nonpublic personal information about you from information you provide on applications or other forms (such as name, address, Social Security or other tax identification number, age, financial status, assets, income, tax information, retirement and estate plan information, transaction history, account balance, payment history, bank account information, investment objectives, marital status, family relationships, information that we collect on our website through the use of “cookies,” and other personal information). We may also collect such information through your inquiries by mail, e-mail or telephone.

    How We Handle Your Personal Information

    As emphasized above, we do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when necessary to complete transactions at your request or to make you aware of related investment products and services that we offer. Additional details about how we handle your personal information are provided below.

    To complete certain transactions or account changes that you direct, it may be necessary to provide identifying information to companies, individuals or groups that are not affiliated with Transparent Value. For example if you ask to transfer assets from another financial institution to Transparent Value, we will need to provide certain information about you to that company to complete the transaction. To alert you to other Transparent Value investment products and services, we may share your information within the Transparent Value family of affiliated companies. This would include, for example, sharing your information within Transparent Value so we can make you aware of new funds or the services offered through another Transparent Value affiliated company. In certain instances, we may contract with nonaffiliated companies to perform services for us. Where necessary, we will disclose information we have about you to these third parties.  In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. And we require these third parties to treat your private information with the same high degree of confidentiality that we do.

    In certain instances, we may share information with other financial institutions regarding individuals and entities in response to the U.S.A. Patriot Act.

    We will release information about you if you direct us to do so, if we are compelled by law to do so, or in other circumstances as permitted by law (for example, to protect your account from fraud).

    If you decide at some point either to close your account(s) or to become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.

    Opt-Out Provisions

    We do not sell your personal information to anyone. The law allows you to “opt out” of only certain kinds of information sharing with third parties. The firm does not share personal information about you with any third parties that triggers this opt-out right. This means YOU ARE ALREADY OPTED OUT.

    How We Protect Privacy Online

    Our concern for the privacy of our shareholders also extends to those who use our web site – www.guggenheiminvestments.com.  Our web site uses some of the most secure forms of online communication available, including encryption technology, Secure Socket Layer (SSL) protocol, firewalls and user names and passwords. These technologies provide a high level of security and privacy when you access your account information or initiate online transactions. The Transparent Value web site offers customized features that require our use of “http cookies”—tiny pieces of information that we ask your browser to store. However, we make very limited use of these cookies. We only use cookies for session management and security features on the Transparent Value web site. We do not use them to pull data from your hard drive, to learn your e-mail address, or to view data in cookies created by other web sites. We will not share the information in our cookies or give others access to it. See the legal information area on our web site for more details about web site security and privacy features.

    How We Safeguard Your Personal Information

    We restrict access to nonpublic personal information about shareholders to our employees and in some cases to third parties (for example, the service providers described above) as permitted by law. We maintain strict physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

    We’ll Keep You Informed

    As required by federal law, we will notify shareholders of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly.  You will also be able to access our privacy policy from our web site at www.guggenheiminvestments.com. Should you have any questions regarding our privacy policy, contact us via email, by phone at 800.820.0888 or by mail at 330 Madison Avenue, New York, New York, 10017.