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Mar 08 2025
Equity Strategies

Leuthold Portfolios Update - February 2025

  • Mar 8, 2025

The strategy initiated new group holdings in Airlines and Education Services, while liquidating Construction & Farm Machinery & Heavy Trucks, Reinsurance, and our DOGI theme (Department of Government Inefficiency). 

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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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