Leuthold Global Fund (Retail and Institutional Shares)
Fund Document Downloads
Matt Paschke and Doug Ramsey discuss the Leuthold Global Fund (GLBLX) portfolio strategy. (Total Run-time: 20:04)
Introduction: (Run-time: 2:18)
Development: (Run-time: 2:59)
Global Major Trend Index: (Run-time: 4:09)
Equities: (Run-time: 6:15)
Fixed Income: (Run-time: 2:24)
Disclaimer: (Run-time: 1:59)
Investment Objective
The objective of the Leuthold Global Fund is to seek capital appreciation and income (or “total return”) in amounts attainable by assuming only prudent investment risk over the long term.
Investment Strategy
This Fund has a level of flexibility that is atypical of most mutual fund policies. Investments are allocated in varying degrees across a broad range of asset classes and typically include a combination of: stocks, bonds, money market instruments and alternative investments from around the world.* The allocations are tailored to the underlying investment environment, based on the Advisor’s consideration of potential risk and reward among asset class opportunities in the global marketplace.
The investment guidelines of the Leuthold Global Fund follow a 30%-70% Equity Exposure and 30%-70% Fixed Income Exposure. Additionally, at least 40% of assets will normally be invested in securities from international markets. Under extreme market conditions, there may be a departure from these basic guidelines. In investing in common stocks and other equity securities, the Leuthold Global Fund will utilize our proprietary Global Group Selection Strategy, which is a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through equity group selection and rotation.
Share Classes
The Leuthold Global Fund offers both a Retail Share Class (GLBLX) and an Institutional Share Class (GLBIX).
As with all Leuthold Fund investment methodologies, asset allocation and stock selection continue to be driven by quantitative, disciplined philosophies that are hallmarks of the management and analysis team of the Funds’ Advisor, Leuthold Weeden Capital Management.
* Investing in foreign securities presents risks that may be greater than U.S. securities. These risks include, but are not limited to, currency rate fluctuations, regulatory differences, accounting standards, higher trading costs, and political risks.
