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Leuthold Core Investment Fund Institutional Class (LCRIX)
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21.80
+0.06
+0.28%
12/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 286.25M
Leuthold Core Investment I
21.80
+0.06
+0.28%
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LCRIX Overview
On this page you'll find an in-depth profile of Leuthold Core Investment Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of LCRIX among other information.
Contact Information
Address
33 Sixth Street, Suite 4600
Minneapolis,MN 55402
United States
Minneapolis,MN 55402
United States
Phone
+1 8002736886
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott D. Opsal | Managing Director | 2021 | Now |
| Biography | Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater. In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors. | ||
| Greg M. Swenson | Portfolio Manager | 2015 | Now |
| Biography | In addition to theLeuthold SP Sector Rotation ETF Portfolio, Greg is a Co-Portfolio Manager for the Leuthold Select Industries, Leuthold Global Industries, Grizzly Short, Leuthold Core, and Leuthold Global Funds. He is also a member of the investment strategy committee and contributes to The Leuthold Group's institutional research publications. He joined The Leuthold Group in 2006 to aid in the development of the Global Industries framework and continues to monitor and enhance the quantitative disciplines that drive Leuthold's equity strategies. Before joining The Leuthold Group, he worked for FactSet Research Systems in Chicago as a Consultant and Account Executive. While working for FactSet Greg worked extensively with the research team at Leuthold. Greg is a CFA charterholder and graduated with honors from the University of Iowa with a Bachelor of Business Administration in Finance. | ||
| Chun Wang | Portfolio Manager | 2013 | Now |
| Biography | Chun is a Senior Analyst and Portfolio Manager. Chun is also a member of the asset allocation committee and the investment strategy committee. In addition to his Portfolio Management responsibilities, Chun is a contributing writer to The Leuthold Group's highly regarded institutional publications. Chun performs both top-down and bottom-up research to identify significant cross-asset trends and themes among major asset classes including global equities, fixed income, and currencies. Prior to joining the Leuthold team in June 2009, Chun was a Quantitative Equities Portfolio Manager and Head of Quantitative Research at LIM Advisors, a Hong-Kong based Asia-Pacific focused multi-strategy hedge fund. Prior to that, Chun was with Ned Davis Research for 11 years as Director of Research & Development, responsible for quantitative product development and a quantitative research publication called Quantitative Review. Chun also worked as an equity analyst with Shanghai International Securities in China. In addition to his global experience, Chun has a BS degree in Economics from Xiamen University and a MS degree in Economics from the University of Florida. Chun holds a number of professional designations and certifications including the Chartered Financial Analyst (CFA), Professional Risk Manager (PRM), Certified JAVA Programmer, SAS Certified Professional, and the Certificate in Financial Engineering from UC Berkeley. | ||
| Douglas R. Ramsey | Senior Analyst | 2011 | Now |
| Biography | Doug is the Chief Investment Officer of The Leuthold Group, LLC, and a Portfolio Manager. In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Doug maintains the firm’s proprietary Major Trend Index – a multi-factor model which evaluates the underlying health of the markets, both domestically and globally. He is also the lead writer for The Leuthold Group’s highly regarded institutional research publications. Doug is an accomplished speaker and has presented at a range of engagements, including the Morningstar Investment Conference, CFA societies across the U.S., Minnesota CPA Society, Minneapolis Business Bank, and a variety of Advisor and private client events throughout the country. Additionally, Doug is frequently used as a resource by the financial press, including appearances on CNBC and Bloomberg TV; he is quoted regularly in Barron’s and is often referred to by the leading trade journals for a variety of topics. He is a member of the Charles Dow Award committee, and the Market Technicians Association. Prior to joining the Leuthold team, Doug was Chief Investment Officer of Treis Capital in Des Moines, Iowa, where he managed equity portfolios and published a quantitative equity research product. Prior to that he worked at Principal Global Investors. Doug is a Phi Beta Kappa graduate of Coe College in Cedar Rapids, IA, where he earned a Bachelor’s degree in Economics and Business Administration. He also played four years of varsity basketball at Coe, earning Academic All-America honors in 1986-87. Doug received an MA degree in Economics from The Ohio State University in 1990; he earned his CFA designation in 1996 and became a Chartered Market Technician in 2003. | ||
| Jun Zhu | Portfolio Manager | 2015 | 2021 |
| Biography | Ms. Zhu is a portfolio manager of the Leuthold Weeden Capital Management, and has been a senior analyst of The Leuthold Group since 2008. Jun is responsible for the portfolio construction of the firm's Emerging Market equity investments. Prior to joining the Leuthold team, she worked as an investment intern at another money management firm where she was responsible for analyzing companies in the Health Care sector. Jun received her MBA from the Applied Security Analysis Program at the University of Wisconsin-Madison. She also earned an MS degree in Biomedical Sciences from the University of Wisconsin-Madison and a BS degree from Sichuan University in China. | ||
| Matthew B. Paschke | Portfolio Manager | 2011 | 2015 |
| Biography | Paschke is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 2000. Paschke holds the Chartered Financial Analyst designation. | ||
| Andrew Engel | Portfolio Manager | 2002 | 2012 |
| Biography | Engel is a portfolio manager with Leuthold Weeden Capital Management, his employer since 1995. Engel holds the Chartered Financial Analyst designation. | ||
| Steven C. Leuthold | Portfolio Manager | 1995 | 2011 |
| Biography | Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management. | ||
| Eric Bjorgen | Portfolio Manager, Senior Analyst | 2006 | 2011 |
| Biography | Bjorgen is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 1998. Bjorgen holds the Chartered Financial Analyst designation. | ||
| James E. Floyd | Senior Analyst | 2002 | 2006 |
| Biography | James Floyd, CFA, 53, has more than 20 years of portfolio management and investment experience. Jim is a partner of Leuthold Weeden Capital Management and Co-Portfolio Manager of the Leuthold Select Industries Fund. Jim is a Senior Analyst of The Leuthold Group and is a licensed supervisory analyst for Weeden & Co. L.P. Prior to joining The Leuthold Group in 1981, Jim spent five years as a research analyst for Piper Jaffray & Hopwood. | ||
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