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
May 2, 2022
CIO Doug Ramsey's First Quarter Commentary & Market Outlook
December 15, 2021
The Leuthold Core ETF will distribute income distributions to shareholders of record as of December 16, 2021, with the ex-date of December 17, 2021, and payable/reinvestment date of December 21, 2021.
November 18, 2021
Leuthold Funds capital gains will be distributed to shareholders of record as of November 17, 2021, with the x-date and payable date of November 18, 2021.
November 3, 2021
Leuthold Funds provides capital gain estimates for distributions to shareholders of record as of November 17, 2021, with the x-date and payable date of November 18, 2021.
Latest Media
May 9, 2022
Compared To Dot-Com Bubble, This Sell-off Is More Fundamentally Driven, Says Leuthold's Paulsen
CNBC
Jim Paulsen, The Leuthold Group chief investment strategist, joins ‘TechCheck’ to discuss why this sell-off is different from the dot-com bubble, any similarities and more.
April 27, 2022
We're At Peak Inflation And 'Peak Fear,' Says Leuthold Group's Jim Paulsen
CNBC
Jim Paulsen, chief investment strategist for the Leuthold Group, joins CNBC’s ‘Squawk Box’ to discuss markets ahead of the open on Wednesday.
October 30, 2021
Another Stock Market 'Melt-Up' has Begun, Leuthold's Ramsey Says
Bloomberg
Ramsey joined the “What Goes Up” podcast to talk about what he sees ahead for the market.
October 20, 2021
Market Bull Jim Paulsen Downplays Inflation Fears, Sees Rising Prices Contributing To An Economic Boom
CNBC
JIm Paulsen joins CNBC's Trading Nation to provide his outlook on inflation.
August 24, 2021
Stocks Are Getting A Delta Peak And Growth Slowdown Wrong, Market Bull Jim Paulsen Says
CNBC
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
This Under-the-Radar Trend May Provide Investors With Relief From Runaway Inflation Fears
CNBC
Jim Paulsen sees an under-the-radar trend that should calm runaway inflation fears, and it has nothing to do with Federal Reserve policy.
Contact Us
The Leuthold Group
150 South Fifth Street, Suite 1700
Minneapolis, MN 55402
612-332-1567
800-273-6886 (Shareholder Services)