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Nov 08 2025
Equity Strategies

Leuthold Portfolios Update - October 2025

  • Nov 8, 2025

With equities trading at extreme valuations, Select Industries remains diversified among styles and themes.

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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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