THE LEUTHOLD GROUP, LLC other names

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Adviser Profile

As of Date:

05/10/2024

Adviser Type:

- Large advisory firm

Number of Employees:

17 -10.53%

of those in investment advisory functions:

8

Registration:

SEC, Approved, 10/16/1987

AUM:

1,109,896,976 -1.14%

of that, discretionary:

1,072,172,273 -1.83%

GAV:

31,158,192 6.48%

Avg Account Size:

8,739,346 -15.15%

% High Net Worth:

40.94% -14.17%

SMA’s:

YES

Private Funds:

1

Contact Info

612 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 762M 508M 254M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Ken Fisher Super Stocks: 10 Biggest Small-Cap Stocks
11/17/2022

In this article, we discuss the 10 biggest small-cap stocks in the Ken Fisher portfolio. If you want to see more stocks in this selection, check out Ken Fisher Super Stocks: 5 Biggest Small-Cap Stocks.  US stocks have been beaten down by inflation recently. Jim Paulsen, chief investment strategist at The Leuthold Group, noted that […]

Insider Monkey

Market bull Jim Paulsen downplays inflation fears, sees rising prices contributing to an economic boom
10/19/2021

The Leuthold Group's Jim Paulsen explains why inflation around 3% should juice up the markets and economy.

CNBC

This under-the-radar trend may provide investors with relief from runaway inflation fears
06/28/2021

The Leuthold Group's Jim Paulsen sees a "very encouraging" relationship between consumer price inflation and the M2 money supply.

CNBC

Why stock markets face an uphill struggle in 2006
03/31/2021

The article quotes Steven Leuthold, chairman and CEO of The Leuthold Group as saying that the period of small cap outperformance is drawing to a close. Reviewing numbers as far back as 1926 ...

moneyweek.com

Here's why Wall Street and investors aren't giddy enough, says top strategist
03/30/2021

The big bull calls for this market remain scarce though, and that may be down to some disbelief, said Jim Paulsen, chief investment strategist at money management and research firm The Leuthold Group.

Morningstar

Crude Oil Price Forecast – Crude Oil Markets Continue Choppy Behavior
03/30/2021

The West Texas Intermediate Crude Oil market has initially gapped higher to kick off the trading session on Tuesday but then crashed into the $60 level. By doing so, it looks as if the market continues to see a lot of noise ahead and quite frankly creates ...

news.yahoo.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $31,158,192

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
594918104 Microsoft Corp. $28,038,464 3.00% 12.00% 0.00%
512807108 Lam Research Corp. $23,254,528 3.00% 9.00% -12.00%
745867101 PulteGroup Inc. $13,947,773 2.00% 17.00% 0.00%
81369Y803 Technology Select Sector SPDR $17,047,524 2.00% 8.00% 0.00%
464288117 iShares International Treasury $16,086,610 2.00% -10.00% -7.00%
02079K305 Alphabet Inc. $14,661,189 2.00% 8.00% 0.00%
037833100 Apple Inc. $16,194,400 2.00% -11.00% 0.00%
038222105 Applied Materials Inc. $19,105,353 2.00% 27.00% 0.00%
25460E869 Direxion Daily S&P500 Bear 1X $21,157,508 2.00% -8.00% 0.00%
464288638 iShares 5-10yr Investment Grad $20,196,085 2.00% 47.00% 48.00%

Brochure Summary

Overview

The Leuthold Group, LLC d/b/a Leuthold Weeden Capital Management (“Leuthold”) serves as an investment advisor to separately managed accounts, mutual funds (the “Leuthold mutual funds”), an exchange traded fund (the “Leuthold ETF”) and a private fund (the “Private Investment Fund”). Leuthold also provides investment research to institutional clients. The Leuthold Group was founded in 1981 as an independent investment research firm. Our proprietary research includes technical and quantitative analysis, broad sector and industry group analysis, financial marketplace supply/demand dynamics, long-term historical valuation studies as well as other types of market research. In 1987, members of The Leuthold Group founded Leuthold Weeden Capital Management to provide investment advisory services to individuals, institutions, private funds and public funds. Leuthold is majority employee-owned. Weeden Investors, L.P. is also an owner of Leuthold. Weeden Investors, L.P. has an affiliate that is registered as a broker-dealer, Pragma Securities LLC, and Leuthold does not direct client brokerage transactions to Pragma Securities LLC. We offer advice on the following: equity securities of exchange-listed securities, securities traded over-the-counter, and foreign issuers; warrants; corporate debt securities; commercial paper; certificates of deposit; municipal securities; mutual fund shares; United States government securities; options contracts on securities and commodities; futures contracts on tangibles
and intangibles; and interests in partnerships investing in real estate, oil, and gas interests. We may also invest in convertible corporate debt securities; convertible preferred stocks; obligations issued or guaranteed by the United States, states, counties, cities, or other political subdivisions or agencies thereof; various money market instruments, such as bankers’ acceptances, corporate demand notes, and repurchase obligations; Eurodollar and Yankee-dollar debt obligations; debt obligations of foreign governments; and industrial metals and precious metals. From time to time, we may, within the investment strategy, invest into such unconventional asset classes such as farm land or gold. The advisory services we offer are focused on quantitative strategies. We do not tailor advisory services to the needs of individual clients, but instead provide a series of investment strategies from which clients may select the offerings that best meet their needs. Clients who invest in separately managed accounts may impose restrictions on investing in certain securities or types of securities if the proposed restrictions are agreed to by us. The majority of our clients do not impose such restrictions, and investors in the Leuthold mutual funds, the Leuthold ETF and the Private Investment Fund have no opportunity to impose any investment restrictions. As of December 31, 2022, Leuthold managed $1,092,105,487 of client assets on a discretionary basis and $30,612,123 on a non-discretionary basis.