These figures pool every individual call made by Guggenheim's analysts into a single sample — so a prolific analyst carries more weight than a low-volume one, exactly in proportion to the evidence available. All metrics are computed independently by 13Foresight from historical prices. Returns are measured in each stock's own trading currency, so for non-US listings the comparison against the S&P 500 does not account for currency moves — a US investor's dollar return would differ by however the exchange rate shifted.
| Analyst | Our Rank | Stars | Success | Avg Return | vs S&P | Calls |
|---|---|---|---|---|---|---|
| Pro analyst | — | — | — | — | — | — |
| Pro analyst | — | — | — | — | — | — |
| Pro analyst | — | — | — | — | — | — |
| Pro analyst | — | — | — | — | — | — |
| Pro analyst | — | — | — | — | — | — |
| Pro analyst | — | — | — | — | — | — |
| Steven Forbes | #1030 | ★★★ | 58% | +10.9% | +2.4% | 31 |
| Curry Baker | #1383 | ★★★ | 52% | +9.7% | +3.0% | 44 |
| Michael Schmidt | #1614 | ★★★ | 61% | +14.4% | +4.1% | 93 |
| Yatin Suneja | #1773 | ★★★ | 52% | +6.1% | +0.6% | 84 |
| Seamus Fernandez | #1938 | ★★★ | 56% | +2.7% | -4.8% | 63 |
| Gregory Francfort | #2242 | ★★ | 56% | +6.1% | -8.0% | 27 |
| Michael Morris | #2269 | ★★ | 46% | -0.1% | -5.3% | 48 |
| Ronald Jewsikow | #2477 | ★★ | 45% | -0.8% | -20.7% | 11 |
| Bradley Canino | #2500 | ★★ | 54% | +4.6% | -3.9% | 35 |
| Paul Jeng | #2547 | ★★ | 55% | -12.0% | -20.4% | 11 |
| John Heinbockel | #2551 | ★★ | 44% | -2.3% | -6.7% | 52 |
| Jonathan Lee CFA | #2706 | ★★ | 38% | -4.8% | -13.7% | 21 |
| Simeon Siegel | #2811 | ★★ | 44% | -0.5% | -13.9% | 43 |
| Joseph Osha | #3028 | ★ | 37% | -3.2% | -11.6% | 67 |
| Debjit Chattopadhyay | #3044 | ★ | 46% | +0.7% | -14.0% | 65 |
| Jacob Smith CFA | — | — | 100% | +19.7% | +14.4% | 7 |
The 6 top-ranked analysts at Guggenheim, the firm's full 3- and 5-year track record, and firm-vs-firm rankings across Wall Street. Everything below the top 6, plus 1- and 2-year history, stays free — Pro is what keeps this independent research running and the servers paid for.
Upgrade to ProDisclaimer: Firm-level performance is calculated independently by 13Foresight by pooling the historical calls of analysts associated with this firm, measured against market prices. It may be incomplete or delayed, is for research purposes only, and is not investment advice.