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Jul 08 2021
Portfolios

Tactical Asset Allocation Portfolios - July 2021

  • Jul 8, 2021

The Leuthold Core and Global portfolios both underperformed during a strong month for equities. Their underlying stock exposure lagged amid the reversal of interest rates and growth outperformance. 

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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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