Leuthold Weeden Capital Management

Leuthold Weeden Capital Management is a global investment manager founded in 1987 by Steven C. Leuthold. Recognized as a pioneer in tactical asset allocation, our flexible flagship strategy has a 25 year track record. We are employee-owned with a heritage of independent research and a philosophy that stresses quantitative measures of value combined with recognition of fundamental and technical trends. Our investment approach is disciplined, unemotional, and at times contrarian. We offer mutual funds and separately managed accounts across several strategies, including domestic and global tactical asset allocation, as well as long and short equity mandates.

Leuthold In the Media

5 Ways to Prosper in 2015

Money - By Carla Fried - Dec. 15, 2014
Chun Wang discusses the potential of rising interest rates in 2015.

In Department Store Stocks, One Isn't Full-Priced

YCharts By Carla Fried - Dec. 15, 2014
Article discusses that Leuthold identified Department Stores as an attractive industry group.

Portfolios: Leuthold: Markets Too Pessimistic About EMU Growth, Inflation

MNI - By Yali N'Diaye - Dec. 9, 2014
Chun Wang discusses Eurozone growth and inflation expectations.

Comparing Valuations: U.S. vs. International Stocks

Financial Planning - Sept. 16, 2014

Leuthold Group's Chief Investment Officer,  Doug Ramsey discusses domestic and international market valuations.

Chuck Jaffe - Big Interview with Chun Wang

MoneyLifeShow - August 13, 2014

Chun Wang discusses historical effects of Fed tightening for stocks.

Global Fund Hunts for What's Working

Financial Planning - May 23, 2014

There are times when good stock selection is a winning strategy. Other times, portfolios shine because their managers have spotted important economic trends and industry developments. But it’s rare that one fund can take advantage of both.

In a Global Economy, Choose Industries, Not Countries By Matt Paschke, CFA

NAPFA Advisor - April 2014

Most advisors build their global equity portfolios by choosing allocations to the U.S., non-U.S. developed, emerging and frontier markets. But advisors may want to consider a different idea: focus on industries, rather than countries. Here's why.

Leuthold's Grizzly Short Fund Received 2014 Lipper Award for Best Fund over 10 Years

Lipper - April 16, 2014

Leuthold Weeden Capital Management, the investment arm of The Leuthold Group, announced today that its Grizzly Short Fund (NASDAQ: GRZZX) has received a 2014 Lipper Award for “Best Fund over 10 Years: Dedicated Short-Bias Funds.”

Strategy Crushed Market in 2013: 2014 Picks

Ycharts.com - Carla Fried - January 27, 2014

A proprietary five-factor model the Leuthold Group uses to rate 3,000 stocks funneled into 120 industry groups, generated a 40.4% return last year for groups rated attractive. That was eight points more than the en fuego S&P 500.

Once Sizzling Emerging Markets have turned Bearish

Dallas Morning News - January 12, 2014

“The impact of Federal Reserve tapering [monetary tightening] could be wide and profound on emerging market stocks,” said Doug Ramsey, chief investment officer for The Leuthold Group. ... Further, Ramsey said major shifts in leadership out of U.S. stocks into emerging market stocks typically occur at market bottoms. In other words, expect emerging markets to perform better coming out of a bear market in the S&P 500. And at least for the moment, the S&P 500 is a long way from a bear market.


© 2014 Leuthold Weeden Capital Management
Not FDIC Insured. No Bank Guarantee. May Lose Value
Mutual Fund Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530