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    Disciplined Process,
    Superior Results
    For over thirty years, the mission hasn't changed. Responsibly grow client assets.

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.


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)

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.

Doug Ramsey, CFA, CMT / Chief Investment Officer
Chief Investment Officer
James Paulsen, Ph.D. / Chief Investment Strategist
Chief Investment Strategist
Scott Opsal, CFA / Director of Equities
Director of Equities
Chun Wang, CFA, PRM / Co-Portfolio Manager
Co-Portfolio Manager
Greg Swenson, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Jun Zhu, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Kristen Perleberg, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Phil Segner / Senior Analyst
Senior Analyst

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

Commentary

August 2, 2018

With political discourse in the U.S. seemingly becoming more and more polarized by the day, it’s interesting to note the sense of bipartisanship that’s developed within what may be the most competitive arena in the world: the U.S. stock market.

June 21, 2018

Leuthold Funds will distribute income distributions to shareholders of record as of June20, 2018, with the x-date and payable date of June 21, 2018.

May 18, 2018

Leuthold Funds announces a reverse split of 1:4 for the Grizzly Short Fund. The record date and payment date for the reverse split will be May 18, 2018.

November 16, 2017

Leuthold Funds will distribute capital gains to shareholders of record as of November 15, 2017, with the x-date and payable date of November 16, 2017. For capital gains distributions.


Latest Media


Contact Us

The Leuthold Group

150 South Fifth Street, Suite 1700
Minneapolis, MN 55402

research@leutholdgroup.com

612-332-1567