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.
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
October 31, 2018
It’s now obvious that 2018 is likely to be the best year of the U.S. economic expansion for both GDP growth and corporate profits. The problem is the stock market is rather stingy when it comes to rewarding the obvious.
November 8, 2018
Leuthold Funds estimated capital gains. Capital gains will be distributed to shareholders of record as of November 14, 2018, with the x-date and payable date of November 15, 2018.
September 20, 2018
Leuthold Funds will distribute income distributions to shareholders of record as of September 19, 2018, with the x-date and payable date of September 20, 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.
Latest Media
July 24, 2018
Stay in the Market, Raise Low Cash: Leuthold Chief Strategist on Recession..i
CNBC
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
There's an idea brewing in the market that is 'very frightening': Jim Paulsen
CNBC
The market is showing signs of fear over rising inflation and slowing economic momentum, closely followed strategist Jim Paulsen says.
February 7, 2018
Has the Stock Market Hit Its 'Psychological Peak'?
Bloomberg
Leuthold Chief Investment Officer Doug Ramsey discusses the recent market action in January and subsequent downturn.
September 29, 2017
Leuthold CIO Says Small Caps Have Grown Into Valuations
Bloomberg TV
Doug Ramsey, The Leuthold Group's chief investment officer, discusses the performance of U.S. equities with Bloomberg's Scarlet Fu, Julie Hyman and Joe Weisenthal on "What'd You Miss?"
September 18, 2017
Strategist Jim Paulsen: Market will continue to grind higher on these 2 conditions
CNBC
Leuthold Group's Chief Investment Strategist Jim Paulsen said Monday that the market will continue to grind higher if we don't get inflation and interest rate pressures.
August 10, 2017
Leuthold's Ramsey sees 'correction' soon because recent 'burst of bullish betting' has gone too far
CNBC
Leuthold Chief Investment Officer Doug Ramsey is expecting a market downturn and a spike in volatility as early as the next six to eight weeks.
July 19, 2017
'Goldilocks' environment for stocks, but a 'big important catalyst' could change that: Paulsen
CNBC
Jim Paulsen discusses "Goldilocks' ecomonic environment and how it may affect the market.
Contact Us
The Leuthold Group
150 South Fifth Street, Suite 1700
Minneapolis, MN 55402
612-332-1567