Tony Muhlenkamp hosted this conference call with Ron and Jeff Muhlenkamp (our portfolio manager and co-manager). They discussed what happened within our portfolios last year, what we are seeing today, and how it relates to certain sectors and companies we like and don’t like. Ron, Jeff, and Tony take the time to talk about several companies in our Top 10 Holdings and how they got there.
Learn our take on what is happening in the markets both here and overseas. Where are we looking to invest and what are some of the current obstacles in finding “Cadillacs at Chevy prices?”
For the Top 20 Holdings and performance data as of the most recent quarter-end, refer to the SMA All-Cap Value Fact Sheet.
The opinions expressed are those of Muhlenkamp & Co. and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.