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.
Feb
12
2026
Leuthold Portfolios - January 2026
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