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Jan 06 2024
Equity Strategies

Leuthold Portfolios Update - December 2023

  • Jan 6, 2024

At the start of a new year, we look back at the sector shifts that transpired throughout 2023—mainly going from commodity and defensives to start 2023—to growth and cyclicals as we begin 2024.

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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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