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Jun 07 2024
Equity Strategies

Leuthold Portfolios Update - May 2024

  • Jun 7, 2024

While we have lightened Info Tech holdings, the portfolio continues to be positioned with exposure to both the big growers and economically sensitive cyclicals.

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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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