Franklin Whitsell

GFD’s primary business is the creation and distribution of unit investment trusts, the maintenance of a secondary markets in the unit investment trusts (UITs) created by the firm and the distribution of open-end funds, closed-end funds (CEFs) and exchange-traded funds (ETFs). They specialize in investment strategies that utilize ETFs, UITs and closed-end funds (CEFs). Their ETFs encompass a variety of style allocations including: broad market, domestic equity income, domestic equity market-cap/style, domestic equity sector, domestic specialty equity, international/global equity sector, international/global equity, international/global equity sector and fixed-income.

Security Investors seeks to achieve superior risk-adjusted returns through investments in domestic equities, global equities, fixed-income securities and alternative investments. The firm's domestic equity strategy follows a value-oriented approach and target companies where the stock price does not reflect their internal assessment of intrinsic value, based on their assessment of long-term fundamental expectations and/or risk profile. Their global equity strategy employs a bottom-up stock selection process in a global context. Security Investors fixed-income strategy focuses on the selection of issues based on both structure and credit. They employ top-down decision-making, fundamental analysis and rigorous management of credit risk.