Our Strategies
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.
ETFs
Leuthold Core ETF
Mutual Funds
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)
Our Philosophy
Disciplined
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.
Flexibility
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.
Our Team
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.
Our History
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.
Latest News
February 1, 2021
CIO Doug Ramsey's Fourth Quarter Commentary & Market Outlook
January 25, 2021
Leuthold Funds Income from U.S. Government Obligation tax notice.
December 17, 2020
The Leuthold Funds will distribute income distributions to shareholders of record as of December 16, 2020, with the ex-date and payable/reinvestment date of December 17, 2020.
December 17, 2020
The Leuthold Core ETF will distribute income distributions to shareholders of record as of December 17, 2020, with the ex-date of December 18, 2020, and payable/reinvestment date of December 22, 2020.
Latest Media
March 24, 2021
Latest Sign Of A Stock Market Bubble: Company Profits No Longer Matter
Money
Investors are pouring money into unprofitable companies more than any time since the dot-com bubble, according to a recent report by Scott Opsal, director of research at The Leuthold Group.
January 7, 2021
Leuthold's Jim Paulsen: The Economy Is The Elephant In The Room
CNBC
Jim Paulsen, chief investment strategist at the Leuthold Group, joined "Squawk Box" on Thursday to discuss the stock market and the economy.
November 11, 2020
Doug Ramsey On Catalysts Driving the Rotation From Growth To Value
TD Ameritrade Network
Leuthold's CIO Doug Ramsey discusses the rotation from Growth to Value , along with other market takeaways post-election.
November 3, 2020
"The Air Is Going To Come Out" Of Mega Caps: Leuthold Group's Ramsey
Bloomberg
Doug Ramsey discusses the markets, leadership rotation, and the investment climate around the U.S. election.
Spetember 14, 2020
Market Will Have Normal Recovery And Could Be Bigger Than Before: Leuthold's Paulsen
CNBC
Jim Paulsen, Leuthold Group chief investment strategist, joins 'Power Lunch' to discuss why he says the market can keep moving higher.
July 13, 2020
Yield Curve Control More Likely Than Market Thinks, Analyst Says
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
Doug Ramsey Says It's Too Soon To Say The Bear Calls Were Wrong
Bloomberg Quint
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: Go With A Mix Of Offense, Defense, and Tech
Kiplnger
Jim Paulsen, Chief Investment Strategist, sees fear priced into stocks, with bargains out there in riskier choices.
June 2, 2020
These 2 Charts Show Why Record-High Stock Valuations Shouldn't Worry Investors
MarketWatch
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
A 'Much More Severe' Selloff Looms In The Stock Market, Strategist Warns
MarketWatch
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.
Contact Us
The Leuthold Group
150 South Fifth Street, Suite 1700
Minneapolis, MN 55402
612-332-1567
800-273-6886 (Shareholder Services)