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Feb 12 2026
Portfolios

Leuthold Portfolios - January 2026

  • Feb 12, 2026

January marked a constructive start to 2026 across the platform. Core benefited from strengthening breadth and solid fixed income returns, while Select Industries continued to capitalize on the rotation away from narrow mega-cap leadership. Even Grizzly, despite a modest decline, identified pockets of disruption and cyclical opportunity. As market leadership broadens and momentum leadership shifts, our strategies remain positioned to adapt.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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