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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Phil Segner | - | 2022 | now |
背景介紹 | Phil is a Senior Analyst and co-Portfolio Manager of the Grizzly Short Fund. Phil originally joined The Leuthold Group, LLC, in 2010 as a Trader and in 2013 he added on the role of Research Analyst. In addition, Phil is a significant contributor to Leuthold research publications. Prior to joining the Leuthold team, Phil worked in Trading and Operations for two Minneapolis-area hedge funds. Phil has a BA in Finance from Gustavus Adolphus College and an MBA from the University of Minnesota. He has been a CFA charterholder since 2013 and is a member of the CFA Society of Minnesota. | ||
Greg M. Swenson | Portfolio Manager | 2009 | now |
背景介紹 | 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. | ||
Kristen J. Perleberg | Analyst | 2015 | 2022 |
背景介紹 | Ms. Perleberg is a portfolio manager of Leuthold Weeden Capital Management, has been an analyst of The Leuthold Group since 2010, and was a trader with The Leuthold Group from 2007-2010. | ||
Matthew B. Paschke | Portfolio Manager | 2005 | 2015 |
背景介紹 | 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. | ||
Steven C. Leuthold | Portfolio Manager | 2000 | 2011 |
背景介紹 | 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. | ||
Charles D. Zender | Managing Director | 2000 | 2009 |
背景介紹 | Zender is a managing director of Leuthold Weeden Capital Management, his employer since 1991. |
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