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Aug 05 2023
Equity Strategies

Select Industries Remains Active Within Sectors

  • Aug 5, 2023

The portfolio takes a very active approach within sectors, with almost half of its Consumer Discretionary weight allocated to Homebuilding, while completely avoiding Chemicals within the overweight Materials sector. 

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Select Industries

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About The Author

Greg Swenson / Sr. Research Analyst & Co-Portfolio Manager

Greg Swenson Sr. Research Analyst & Co-Portfolio Manager

Greg is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Grizzly Short Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

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