Leuthold Strategies
Our lengthy track record and ongoing practice of running live asset allocation portfolios, equity group & sector rotation portfolios, and a proprietary actively-managed short-only product has given us a strong base of knowledge for managing money across the range of market environments—be they up or down. Perhaps most importantly, we are known for maintaining prudence during periods of market uncertainty, crises, bubbles, and amidst the volatility and disquiet surrounding key turning points inherent to the nature of stock market cycles.
Our models are accessible through mutual funds, UMA platforms, and SMAs.
ETFs
Leuthold Core ETF
Mutual Funds
Leuthold Core Investment Fund
Tactical Asset Allocation (domestically focused)
Leuthold Select Industries Fund
Long-Only Equity (equity group/sector rotation U.S. traded)
Leuthold Grizzly Short Fund
Short-Only Equity (actively managed)
Leuthold Global Fund
Tactical Asset Allocation (globally focused)
Managed ETF Portfolios
Leuthold Global Tactical ETF Portfolio
Leuthold Aggressive Allocation ETF Strategy
Leuthold Moderate Allocation ETF Strategy
Leuthold Conservative Allocation ETF Strategy
Leuthold Core ETF Strategy
Leuthold Sector Rotation ETF Portfolio
Leuthold Factor Tilt ETF Portfolio
Research
Our research finds an angle that is often lost, forgotten, or never thought of by other providers. We are not a Wall Street firm and don't subscribe to the same dogma.
Our research includes actionable ideas for advisors to make asset allocation, sector or factor tilts.
Sample Research
Preview some of our market research. These articles are a sample of the types of work we produce weekly.
Perilous, But Not 'Peaky'
October 24, 2024
Youthful Rally Already Looks Old
June 7, 2023
In Memoriam Steve Leuthold
March 13, 2023
Yield Curve Inversion—Count Down To A Bull Steepener
August 5, 2022
A Few Comforting Reminders
December 14, 2021
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Asset Class Opinions / ETF-Based Investable Models / Institutional-Level Market Research
Team Leuthold
Our streamlined organizational structure promotes responsiveness and accountability. We do not have departments and bureaucracy; we have overlapping areas of responsibility and a team approach. Our investment committee is made up solely of portfolio managers/owners, assuring that every decision aligns with policy objectives and is in the best interest of clients.
Our asset management business benefits from our impressive in-house research capabilities. The team’s remarkable collection of research and analysis tools lends a valuable dimension to our investment management products.
We understand what is at stake with your investment dollars. Our independence fosters a level of flexibility that is not prevalent among our peers. We aim to forge investments that withstand the test of time and endure market pressures.
Contact Us
The Leuthold Group
150 South Fifth Street, Suite 1700
Minneapolis, MN 55402
612-332-1567
800-273-6886 (Shareholder Services)