Rusty Guinn

Co-Founder and CEO

 @WRGuinn

Rusty Guinn is co-Founder and CEO of Second Foundation Partners, LLC, and has been a contributing author to Epsilon Theory since 2017.

Before Ben and Rusty established Second Foundation, Rusty served in a variety of investment roles in several organizations. He managed and operated a $10+ billion investment business, led investment strategy for the second largest wealth management franchise in Houston, and sat on the management committee of the 6th largest public pension fund in the United States.

Most recently, Rusty was Executive Vice President over the retail and institutional asset management businesses at Salient Partners in Houston, Texas. There he oversaw the 5-year restructuring and transition of Salient’s $10 billion money management business from legacy fund-of-funds products to a dedicated real assets franchise.

He previously served as Director of Strategic Partnerships and Opportunistic Investments at the Teacher Retirement System of Texas, a $12 billion portfolio spanning public and private investments. Rusty also served as a portfolio manager for TRS’s externally managed global macro hedge fund and long-only equity portfolios. He led diligence, process development and the allocation of billions of dollars across a wide range of indirect and principal investments.

Rusty’s career also includes roles with de Guardiola Advisors, an investment bank serving the asset management industry, and Asset Management Finance, a specialized private equity investor in asset management companies.

He is a graduate of the Wharton School, and lives on a farm in Fairfield, Connecticut with wife Pam and sons Winston and Harry. Hobbies include cooking, whisky, progressive rock and beating Ben at trivia.

Articles by Rusty:

In the News | Week of 12.17.2018

By Rusty Guinn | December 14, 2018 | Comments Off on In the News | Week of 12.17.2018

Key articles for companies reporting the week of December 17, 2018, as well as the upcoming meeting of the FOMC.

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Common Knowledge or Fortune?

By Rusty Guinn | December 14, 2018 | 5 Comments

Common knowledge effects, credentialing and missionaries are everywhere. You may differ in your view of their importance, but if your framework doesn’t acknowledge their role in price-setting, you’re not seeing the full picture.

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In Focus: Tesla (12/2018)

By Rusty Guinn | December 13, 2018 | Comments Off on In Focus: Tesla (12/2018)

With some breathing room following an eventful earnings call, we re-examine the narrative around Tesla, and consider whether it has successfully navigated out of its high attention, negative sentiment trough.

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Basically a Snake Don’t Have Parts

By Rusty Guinn | December 12, 2018 | 0 Comments

No matter how much you try to make mama tell you what part of the snake you’re eating, and no matter how much the answer might comfort you, it’s important to know that neither you nor she is telling the truth.

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Topical Trends from Corporate Earnings Calls (12/2018)

By Rusty Guinn | December 12, 2018 | Comments Off on Topical Trends from Corporate Earnings Calls (12/2018)

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ET Live – 12.11.2018

By Rusty Guinn | December 11, 2018 | 7 Comments

Our December 11 edition of Epsilon Theory Live has concluded, but subscribers can still catch the replay here.

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Introduction to ET Professional

By Rusty Guinn | December 11, 2018 | Comments Off on Introduction to ET Professional

We are pleased to announce the launch of Epsilon Theory Professional, or ET Pro. It is a service designed to leverage our narrative research more directly for investors and asset owners. Learn more about the types of content and research we’re doing here.

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ET Live @ 2PM ET 12.11.2018

By Rusty Guinn | December 10, 2018 | Comments Off on ET Live @ 2PM ET 12.11.2018

We will be live at 2PM on Tuesday, December 11, 2018. Click here to get more information about ET Live, how to subscribe and how to get your questions in for the day.

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In the News | Week of 12.10.2018

By Rusty Guinn | December 7, 2018 | Comments Off on In the News | Week of 12.10.2018

Key articles for companies reporting the week of December 10, 2018

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The People are Revolting

By Rusty Guinn | December 5, 2018 | 10 Comments

Just because something is true doesn’t mean that it can’t also be transformed into a meme. That is, in fact, the usual outcome when an idea encounters resistance. But this isn’t a path to truth.

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