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Mar 07 2024
Equity Strategies

Select Industries Leaned Into Growth Last Year

  • Mar 7, 2024

Select Industries looks much different than it did one year ago, with exposure to growth-oriented groups increasing, while commodity- and defensive holdings have been declining. This shift benefited performance throughout the last twelve months. 

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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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