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Apr 05 2025
Equity Strategies

Leuthold Portfolios Update - March 2025

  • Apr 5, 2025

The strategy sold Airlines and Apparel Retail and put the proceeds into a defensive basket consisting of Data Processing & Outsourced Services and Gas Utilities.

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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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