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Oct 05 2024
Equity Strategies

Leuthold Portfolios Update - September 2024

  • Oct 5, 2024

While the IT sector and its group constituents have fallen from the upper echelons of the GS Scores, the  majority of the underlying industries sit in the middle range (Neutral) of the ratings. This isn’t a negative call toward the IT sector, but a shift away from the high-conviction outlook we previously held. 

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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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