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Apr 05 2024
Equity Strategies

Leuthold Select Industries Portfolio

  • Apr 5, 2024

In a market that is less than ideal for an all-cap strategy, Select Industries has had success by investing in several key themes: mega-cap growth, housing/construction, and IT supply-chain beneficiaries. 

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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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