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Aug 07 2025
Equity Strategies

Leuthold Portfolios Update - July 2025

  • Aug 7, 2025

The cyclical sectors of Consumer Discretionary, Industrials, and Materials have climbed from the bottom of our sector rankings, three months ago, to now occupy the fourth, fifth, and sixth positions, respectively.

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About The Authors

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.

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil contributes to Leuthold research publications and is the author of the Green Book's At Random.

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