During our webcast Ron and Jeff Muhlenkamp examine some financial indicators to determine the overall health of the economy. In terms that we can all understand, they explain each chart, slide by slide, looking at both causes and symptoms of conditions that can lead to growth or decline. In summary, they share that economic indicators remain mixed, though a little worse off than last quarter. In some aspects of the economy, there has yet to be a full recovery from the previous recession. Are we headed for another downturn in the near future? See what your conclusion is after hearing their economic report.
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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 and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.