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.
August 1, 2021
CIO Doug Ramsey's Second Quarter Commnetary & 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.
August 24, 2021
According to The Leuthold Group’s Jim Paulsen, the stock and bond markets have been delivering opposing messages about the economic recovery’s strength for months.
June 28, 2021
Jim Paulsen sees an under-the-radar trend that should calm runaway inflation fears, and it has nothing to do with Federal Reserve policy.
April 29, 2021
Leuthold Group's Chief Investment Strategist, Jim Paulsen, warned it’s the biggest risk facing the bull market, and the stakes couldn’t be higher for investors.
March 24, 2021
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
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
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
Doug Ramsey discusses the markets, leadership rotation, and the investment climate around the U.S. election.