Skip to content

Kristen Perleberg, CFA Co-Portfolio Manager

Kristen Perleberg, CFA / Co-Portfolio Manager

Kristen is a Co-Portfolio Manager for the Grizzly Short Fund and a Senior Research Analyst and contributes to Leuthold research publications as well as strategy and equity group analysis.

Kristen is involved with helping to maintain a variety of the firm's analytical research disciplines; is an Editor of BenchMarks, which is a quarterly publication of our proprietary "histograms" of market data illustrating intrinsic value relationships; and she is the writer of the firm's weekly "Supply/Demand" report which analyzes the mutual fund money flows of the market. In The Leuthold Group's primary strategy publication, Perception For The Professional, Kristen is a key contributor to our equity industry group presentations which serve to explore the rationale driving the attractiveness of equity groups within our Group Selection (GS) Scores.

Kristen joined The Leuthold Group, LLC, as a Trader in 2007 and became a Research Analyst in February 2011. Prior to joining the Leuthold team, Kristen worked as Head Trader and Junior Analyst at a local money management firm. She received her BA in Economics with a Quantitative Emphasis, along with Spanish and Management minors, from the University of Minnesota. Kristen is a CFA charterholder and a member of the CFA Society of Minnesota.

Other Team Members

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