Archive of February 28, 2019 Webcast

Ron and Jeff Muhlenkamp update their views on the economy and the global investing environment. Negative developments include: slowing global economic growth and diminishing positive impacts from the 2017 tax law changes. Positive developments include: a fairly stable domestic economy and a shift in Federal Reserve attitudes and possibly actions. Give it a listen for more details.

Watch the video archive or read the amended transcription (including slides).

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Click here for the amended transcription (including slides).

Click here for slides only (no audio or transcription).

If you have questions or comments about the content of the webcast, 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 and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.