Our quantitative portfolio managers combine the power of institutional investing strategies–such as leverage and shorting techniques, absolute return and hedge fund replication strategies–with the transparency and liquidity of a mutual fund structure to help investors complement their traditional portfolio holdings.
Michael P. Byrum, CFA
 Chief Investment Officer, Quantitative Strategies
Mike, who has been with Rydex SGI since 1993, was part of the original Rydex investment team and was the inaugural manager of many of the Rydex products, including the Rydex sector fund line-up. Today, he continues to play an instrumental role in product development and investment strategy at Rydex SGI and oversees the trading, research and portfolio management activities of the firm’s quantitative trading team, which focuses on target beta, alternative, opportunistic and asset allocation strategies. Mike is the chairman of the Investments Strategy Committee and the Risk Management Committee. He is also a member of the firm’s Credit Review Committee. Prior to joining Rydex SGI, Mike served in a brokerage capacity with Money Management Associates, the registered investment advisor to Rushmore Funds, Inc. Mike earned his bachelor’s degree in finance from the Miami University of Ohio. He has earned the right to use the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the CFA Society of Washington. Mike has been quoted extensively in the business press and has made numerous appearances on CNBC. He was the senior contributor to the NASDAQ-100 Investor’s Guide 2001-2002 and NASDAQ-100 Investor’s Guide 2002-2003.
Matthew Wu, Ph.D., CFA
 Portfolio Manager
Matthew joined Rydex SGI in July 2001. His responsibilities include helping to devise and implement investment strategies for Rydex NASDAQ-100® Index, Electronics, Telecommunications and Technology Funds. While his work covers a wide research area from stock selection to hedge fund replication, he is currently responsible for managing the asset allocation of the Rydex SGI All-Asset Funds and Rydex SGI Alternative Strategies Allocation Fund. Before joining the firm, Matthew was vice president and senior quantitative analyst at Putnam Investments. He was also an economic assistant at the U.S. Consulate General in Shanghai. Matthew has earned the right to use the Chartered Financial Analyst® designation. He also holds a bachelor’s degree and a master’s degree in management science from Fudan University in Shanghai and a Ph.D. in economics from Boston University. Matthew has presented research about market
liquidity and predictability at national academic conferences. He has also been quoted in The Chicago Tribune, Dow Jones Newswire, The Newark (N.J.) Star Ledger, USA Today, the Dallas Morning News, Financial Planning, Institutional Investor, On Wall Street and Risk magazine.
Mike Dellapa, CFA, CAIA
 Portfolio Manager
Mike joined Rydex SGI in 2000. Mike oversees the development and execution of investment strategies for new and existing alternative investment products, including Rydex SGI Multi-Hedge Strategies Fund. Prior to his current position, Mike has been director of research and research analyst. He is a member of the firm’s Investment Leadership Team and Investment Strategy Committee. Before joining the firm, Mike worked as an equity research analyst at Invista Capital Management, where he researched new investment opportunities for the firm. Previously, he was owner/consultant of Dellapa Consulting Inc., as well as a senior consultant with Andersen Consulting.
Mike has a bachelor’s degree in mechanical engineering from the University of Maryland, a master’s degree in business administration from the University of Chicago and has earned the right to use the Chartered Financial Analyst® and Chartered Alternative Investment Analyst (CAIA) designations.
Ryan Harder, CFA
 Portfolio Manager
Ryan joined Rydex SGI in 2004 as an assistant portfolio manager. He was promoted to portfolio manager in 2005. In his current role of portfolio manager, he leads the team of portfolio managers and analysts responsible for managing the firm’s leveraged and inverse funds. He sits on Rydex SGI’s Credit Review Committee and is a member of the Investment Leadership Team. Before joining Rydex SGI, Ryan served as an equity research analyst and assistant portfolio manager handling international equities at WestLB Asset Management. Ryan started his career in risk management with CIBC World Markets in 1998. He earned a bachelor’s degree in economics from Brock University and master’s degree in international securities, investment and banking from the ICMA Centre at the University of Reading, UK. Ryan is a member of the Dallas Society of Financial Analysts and has earned the right to use the Chartered Financial Analyst® designation.
Ann Ruff
 Fixed Income Portfolio Manager
Anne joined Rydex SGI in 1996 as the portfolio manager for Rydex U.S. Government Money Market Fund. She currently also manages the Inverse Government Long Bond Fund, the Government Long Bond Advantage Fund and their variable trust fund counterparts. Anne established the securities lending program at Rydex SGI and is responsible for daily cash investment. As chair of the Credit Review Committee, she oversees counterparty credit analysis. She is also a member of the Washington Association of Money Managers (WAMM). Prior to joining Rydex SGI, Anne served as assistant vice president and portfolio manager of a $2.5 billion fixed income portfolio for the United Services Life Insurance Company. Her areas of expertise include money market instruments, U.S. government Treasury and agency bonds, corporate bonds, collateralized mortgage obligations and mortgage-backed and asset-backed securities. Anne has nearly 30 years of experience in the financial services industry. She holds a bachelor’s degree in economics and French from Marygrove College in Michigan. Anne frequently speaks to the financial press on the bond markets and fixed income funds. She has been quoted in SmartMoney, Forbes, Investment Advisor and Bloomberg News.
Larry Shank, CFA, CAIA
 Portfolio Manager
Larry first joined Rydex SGI in 2001. As portfolio manager, Larry is responsible for researching, developing and managing the firm’s alternative strategy products, including Rydex SGI Multi-Hedge Strategies portfolio. He has also made significant contributions to the portfolio department’s research and portfolio management teams. Prior to his current position, he was a research analyst responsible for performing quantitative research on multiple asset classes. Larry graduated Summa Cum Laude with a bachelor’s of science degree in finance from the Massachusetts College of Liberal Arts, and holds a master’s degree in business administration from the Tepper School of Business, Carnegie Mellon University. He has earned the right to use the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is a member of the CFA Society of Washington.
Richard P. Toole
 Senior Equity Trader
Rich has more than 14 years of experience trading securities in the financial markets including 8 years with Rydex SGI. As the Senior Equity Trader on the Rydex SGI desk, he oversees all equity trading activity and equity index replication. He is a member of the firm’s Investment Strategy Committee. Prior to joining Rydex SGI, Rich was a member a wealth management team with the Private Banking and Investment Group at Merrill Lynch where he was responsible for developing asset allocation and tactical investment strategies. Rich began his career with Credit Suisse First Boston in their foreign exchange derivatives group in New York. Rich holds a bachelor’s of science degree in finance from the University of Delaware and holds FINRA Series 6, 7, 55 and 65 licenses.
Thomas M. Matteini
 Senior Derivatives Trader
Tom has more than 11 years of experience trading securities and derivatives in the financial markets. He joined Rydex SGI in 2003 as a derivatives trader and was promoted in July 2007 to senior derivatives trader. In this role, Tom is responsible for helping to manage the execution strategies for more than 70 of the firm’s funds, including its alternative, index and hedge fund product lines. Tom has extensive experience in trading stocks, futures options, swaps, ETFs and structured notes. He works closely with portfolio managers to manage risk, minimize market impact and generate alpha for the firm’s index, commodity, currency and fixed-income funds. Prior to joining the Rydex SGI team, Tom spent five years at TJM Institutional Services in Chicago in charge of day-to-day operations of the off-the-floor futures desk before becoming a trader specializing in interest rate futures and fixed-income securities. During his tenure at TJM, Tom helped manage and execute trades for several multi-million dollar hedge funds. He began his career as an editor with Forbes Custom Publishing. Tom has a bachelor’s degree in psychology from Loyola College. He currently holds Series 3, 7 and 55 licenses.
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