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Dec 09 2025
Portfolios

Leuthold Portfolios - November 2025

  • Dec 9, 2025

November delivered a welcome shift in style leadership, helping Core and Select post solid results while Grizzly defended well in a rising market. With valuations stretched and a potential year-end rally in play, our positioning across strategies reflects disciplined risk management and selective opportunity—especially in Health Care, Biopharma, and value-oriented industries.

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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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