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Feb 06 2018
Of Special Interest

Leuthold Thematic Baskets 2.0

  • Feb 6, 2018

After a hiatus of several years, we are re-introducing one of our favorite analytical tools. A thematic basket is a custom-designed set of assets which are exposed to, and will react similarly to, a common theme. Our first new thematic basket is “Capital Spending Beneficiaries.”

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About The Authors

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager

Jun Zhu Sr. Research Analyst & Co-Portfolio Manager

Jun is a Senior Analyst at The Leuthold Group, LLC, and a Co-Portfolio Manager of the Leuthold Core Investment Fund.

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August 2018
Vol. 38 No. 8

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