During our semi-annual conference call, portfolio managers Ron and Jeff Muhlenkamp discussed what they’ve seen across global economies and markets—honing in on the U.S., and what they’re doing in response to preserve capital and build wealth.
Listening to the audio archive and/or reading the amended transcript will better acquaint you with consequences—and potential consequences—of actions taken by central banks across the globe, how the crude oil and commodities bust is working its way through financial institutions, and why, as portfolio managers, they’re patiently waiting for good companies to go on sale.
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If you have questions or comments about the content of the conference call, don’t hesitate to send us a message or call us at (877)935-5520 extension 4.
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.