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Leuthold For Advisors

We've leveraged nearly 40 years of independent investment research, asset allocation advice, and portfolio management experience to offer a unique set of services and tools to advisors.


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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.



Mutual Funds

Most strategies also available as a Separately Managed Account (SMA)
Leuthold Core Investment Fund
Tactical Asset Allocation (domestically focused)
Leuthold Select Industries Fund
Long-Only Equity (equity group/sector rotation U.S. traded)
Grizzly Short Fund
Short-Only Equity (actively managed)
Leuthold Global Fund
Tactical Asset Allocation (globally focused)
Leuthold Global Industries Fund
Long-Only Equity (equity group/sector rotation globally-traded)

Managed ETF Portfolios

Available as an SMA or UMA

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.


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Sample Research

Preview some of our market research. These articles are a sample of the types of work we produce weekly.

Leuthold For Advisors Features

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.


Doug Ramsey, CFA, CMT / Chief Investment Officer
Chief Investment Officer
James Paulsen, Ph.D. / Chief Investment Strategist
Chief Investment Strategist
Scott Opsal, CFA / Director of Equities
Director of Equities
Chun Wang, CFA, PRM / Co-Portfolio Manager
Co-Portfolio Manager
Greg Swenson, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Jun Zhu, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Kristen Perleberg, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Phil Segner / Senior Analyst
Senior Analyst

Interested in Investing in a Model?

Contact us if you are interested in investing in one of our ETF models.

Contact Us

The Leuthold Group

150 South Fifth Street, Suite 1700
Minneapolis, MN 55402

research@leutholdgroup.com

612-332-1567