Rydex SGI : Investment Teams : Growth Team

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In the more than 20 years that the Growth Team has been investing together, they’ve never strayed from their core convictions: Strict adherence to a pure-style growth strategy; a disciplined, time-tested investment process that sizes up both risk and reward; a highly concentrated portfolio that offers investors the potential to outperform the benchmark; and methodical stock selection that uncovers pure-growth positions.

Mark P. Bronzo, CFA
Portfolio Manager
Mark is the portfolio manager for Security Global Investor’s large cap growth funds. He was previously at Nationwide Separate Accounts L.L.C., where he also managed their large-cap growth fund. Prior to this role, he served as managing director and member of the Board of Managers of NSA, the successor advisor to Groupama Asset Management. He has served as chairman, president and chief executive officer of the Gartmore Mutual Funds II, Inc., chief investment officer of Sorema N.A. Holding Corporation, director and vice president of Fulcrum Insurance Company and vice president of C&C Consultants, Inc. Mark holds a Chartered Financial Analyst^® designation. He has an MBA in finance from New York University and a bachelor’s degree in economics from Boston College. He has appeared on CNBC, Bloomberg television and Bloomberg radio.

Joseph C. O’Connor
Portfolio Manager
Joe manages the mid-cap growth fund at Security Global Investors. Prior to joining the firm, he was senior vice president/managing director and a board member of Groupama Asset Management. From 1989 to April 2000, Joe was a managing director at Donaldson Lufkin & Jenrette Securities, where he was among the top producers in the fixed-income division. Joe also worked as a corporate bond salesman at L.F. Rothschild, Unterberg and Towbin. Joe earned a bachelor’s degree in finance from St. John’s University.

Daniel W. Portanova
Portfolio Manager
Daniel co-manages both the mid- and large-cap growth funds at Security Global Investors while serving as the lead analyst for the fixed income markets. In his tenured career, Dan has served as director, senior vice president and treasurer of Groupama Asset Management, portfolio manager for General Reinsurance and managing director at General Reinsurance Asset Management, where he was responsible for more than $4 billion in assets. Dan has also worked at Smith Barney, Harris Upham Inc., as an institutional corporate bond trader, primarily in the Yankee and Canadian sectors. Dan earned an MBA from Duke University’s Fuqua School of Business and a bachelor’s degree in economics from Boston College.

Not FDIC Insured No Bank Guarantee May Lose Value

For more complete information regarding the funds click here for a prospectus. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. The fund’s prospectus contains this and other information about the fund. Read the prospectus carefully before you invest or send money.

The funds are distributed by Rydex Distributors, Inc. (RDI). Security Global Investors^SM is the investment advisory arm of Security Benefit Corporation (Security Benefit). Security Global Investors consists of Security Global Investors, LLC, Security Investors, LLC and Rydex Investments. Rydex Investments is the primary business name for PADCO Advisors, Inc. and PADCO Advisors II, Inc. SGI and RDI are affiliates and are subsidiaries of Security Benefit.