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Jul 02 2024
Equity Strategies

Leuthold Portfolios Update - June 2024

  • Jul 2, 2024

The portfolio continues to maintain exposure to growth, cyclicals, and defensives, with a slight preference for rising interest rates and positive performance. 

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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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