Skip to content
Dec 04 2025
Stock Market

Our Most Contrarian Group Ideas

  • Dec 4, 2025

Contrarian investing is difficult; from both an emotional and implementation standpoint, but our disciplined industry-scoring process periodically endorses segments that glaringly conflict with consensus (and our own) views. When an industry at odds with the conventional narrative materializes as highly-rated, it often turns out to be one of our more successful portfolio allocations.

Login

For full access, please enter your credentials.

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.

Perception for the Professional
December 2025 Issue

Green Book Publication Cover

Featured Articles

Sector Navigator
December 2025 Issue

Blue Book Publication Cover

Recent Tags
[ALL]

Recession (71) Capex (20) 4% Club (8) Stablecoins (1) Dollar (57) Tobacco (9) Recession Dashboard (4) Fed Policy (174) Growth (121) Credit (12) Selloff (1) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Gold (84) Easing (1) Market Rotation (2)