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Sep 11 2023

Multi-Year Holdings Key To Select Industries

  • Sep 11, 2023

The GS Scores help Leuthold Select Industries portfolio identify underappreciated themes that can turn into multi-year holdings. Managed Health Care has been a holding for over 13 years, while Semiconductor Equipment (seven years), and Homebuilding (six years) have also been long-term winning positions.


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About The Author

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