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Jun 05 2025
Equity Strategies

Leuthold Portfolios Update - May 2025

  • Jun 5, 2025

The strategy holds equity groups that participate when the market moves higher, as well as industries that are more defensive and well insulated from tariffs. 

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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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