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)
Leuthold Global Industries Fund
Long-Only Equity (equity group/sector rotation globally-traded)
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.
January 31, 2019
CIO Doug Ramsey's 4th Quarter Commentary & Market Outlook
March 14, 2019
Leuthold Funds will distribute income distributions to shareholders of record as of March 13, 2019, with the x-date and payable date of March 14, 2019.
April 11, 2019
CNBC - Trading Nation
Leuthold Group’s Jim Paulsen is tempering his bull case for stocks. Even though he believes the S&P 500 could rally at least another 10%, there’s a catch.
February 20, 2019
Jim Paulsen, Chief Investment Strategist, joins 'Squawk Box' to discuss the broader markets, specifically what he expects for 2019.
December 14, 2018
There could be a lot more pain for the stock market if Leuthold’s Doug Ramsey’s historical valuation comparison becomes a reality.
July 24, 2018
Jim Paulsen, Leuthold Group Chief investment strategist, discusses with the 'Power Lunch' team his thoughts on if there are signs for an imminent recession.
April 25, 2018
The market is showing signs of fear over rising inflation and slowing economic momentum, closely followed strategist Jim Paulsen says.