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Aug 12 2026

Leuthold Portfolios - July 2026

  • Aug 12, 2026

July tested leadership across the strategies as momentum reversed and the AI trade turned choppy. Core stayed resilient, Select Industries absorbed the rotation with help from newly added groups, and Grizzly held essentially flat despite a difficult backdrop for shorts.

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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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