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Dec 06 2023
Equity Strategies

Leuthold Portfolios Update - November 2023

  • Dec 6, 2023

The portfolio is allocated among various style categories—maintaining diversification—yet still taking concentrated positions in our favorite industry groups.

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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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