Archive of February 19, 2015 Conference Call

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?”

If you weren’t able to listen to the live call, here is your chance. Both a transcription and audio file are available.

Download the transcription.

Listen to the recording.

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.

Share

Library Navigation

Announcements

Muhlenkamp & Company’s 40th Anniversary

2017 marks the 40th anniversary of the founding of Muhlenkamp and Company, Inc. We are pleased, proud, and grateful that...
More ›

Ron appeared on CNBC February 2, 2017

Ron Muhlenkamp made a guest appearance on CNBC’s ‘Closing Bell’ on February 2, 2017. He appears in the segment titled...
More ›
Share

Connect with Muhlenkamp

CLICK HERE TO Sign-Up for Our Newsletter and E-news Updates

Share