Each of the Leuthold Fund strategies fits a distinctive investment niche; investors may employ the strategies in tandem to facilitate their long-term investment goals and/or to adjust investment exposure during uncertain, volatile, or changing market environments.
Leuthold Core Investment Fund
Tactical Asset Allocation (domestically focused)
Leuthold Select Industries Fund
Long-Only Equity (equity group/sector rotation U.S. traded)
Grizzly Short Fund
Short-Only Equity (actively managed)
Leuthold Global Fund
Tactical Asset Allocation (globally focused)
We believe the most important decision is proper asset class selection and a highly disciplined, unemotional method of evaluating risk/reward potential across investment choices.
Exposure Matches Views
Our perspective is long-term, yet our process involves evaluating the underlying well-being of the market on an ongoing basis. We watch for indications of a shift in dynamics; when a change in reward/risk is warranted, exposure is adjusted as needed.
While all investment strategies are apt to experience periods of underperformance, to be most effective in a variety of market environments we believe flexibility is a key component. Our guiding disciplines combined with this flexibility helps to maximize our success.
Sound strategies and proven investment models are nothing without the talented people to provide management and direction. The Leuthold Group is a close-knit team of experienced professionals, committed to superior investment solutions and exceptional client service.
The Leuthold Group began in 1981 as an institutional investment research firm. Founder Steve Leuthold built a research team and investment policies incorporating technical and quantitative methodologies, broad sector and industry group analysis, supply/demand dynamics, and historical intrinsic value relationships.
In 1987, The Leuthold Group established a Registered Investment Adviser offshoot to direct investment portfolios using the firm’s institutional research models as the foundation for its equity selection and asset allocation process. A policy of disciplined, unemotional, and strategic investing, backed by solid and comprehensive research, has enabled The Leuthold Group to establish a strong track record and achieve impressive client loyalty.
July 31, 2020
CIO Doug Ramsey's Second Quarter Commentary & Market Outlook
March 12, 2020
Leuthold Funds will distribute income distributions to shareholders of record as of March 11, 2020, with the x-date and payable date of March 12, 2020.
November 14, 2019
Leuthold Funds capital gains will be distributed to shareholders of record as of November 13, 2019, with the x-date and payable date of November 14, 2019.
September 19, 2019
Leuthold Funds will distribute income distributions to shareholders of record as of September 18, 2019, with the x-date and payable date of September 19, 2019.
July 13, 2020
The Bond Buyer
The chance of the Federal Reserve yield curve controls is probably much higher than the market currently anticipates," according to Chun Wang, a senior analyst at Leuthold Group.
June 27, 2020
Back in March, with stocks reeling and no end in sight to the pandemic lockdown or its economic devastation, Doug Ramsey took a look at history and warned his clients they might have a while to wait before a rebound came for equities.
June 5, 2020
Jim Paulsen, Chief Investment Strategist, sees fear priced into stocks, with bargains out there in riskier choices.
June 2, 2020
U.S. stocks have been on a steady march higher in recent weeks, despite continuing coronavirus pandemic, rising U.S.-China trade tensions and uncertainty related to growing civil unrest and the November presidential elections.
May 16, 2020
Doug Ramsey, the chief investment officer of The Leuthold Group, warned clients that the day is coming when the dire state of the economy catches up with equity investors.
April 30, 2020
Coronavirus moves through market at 'warp speed' on upside and downside, says Leuthold's Jim Paulsen
Jim Paulsen, chief investment strategist at the Leuthold Group, joins "Squawk Box" to discuss earnings, the markets, the Fed and more.
March 31, 2020
Jim Paulsen, chief investment strategist at the Leuthold Group, joins “Squawk Box” to discuss why he says the markets will likely begin its recovery long before the coronavirus crisis is over.
February 5, 2020
The Leuthold Group’s Jim Paulsen sees the economic and earnings backdrop conducive to new record market gains.
December 20, 2019
In the last 12 months, the market has moved in a way that is comparable to the first year of a bull market, Paulsen told CNBC.
December 17, 2019
The Leuthold Group’s chief investment strategist wouldn’t be surprise if the S&P 500 soars another 15% next year, but the long-time bull doubts it will be the best market on the planet.