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Oct 08 2025
Equity Strategies

Leuthold Portfolios Update - September 2025

  • Oct 8, 2025

Biotechnology has reentered the Select Industries portfolio as improving fundamentals and a sharp sentiment rebound lifted the group into Attractive territory. While policy risks remain, the backdrop of stronger earnings revisions and reasonable valuations supports a renewed allocation to the sector.

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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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