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Dec 05 2025
Equity Strategies

Leuthold Portfolios Update - November 2025

  • Dec 5, 2025

Select Industries added a new group position in Pharmaceuticals, looking to take advantage of historically low relative valuations and recent momentum. 

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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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