Muhlenkamp Memorandum Issue #136

Click here for a printer-friendly PDF of the Memorandum.

Refer to the SMA All-Cap Value Fact Sheet for the Top 20 Holdings and performance data as of the most recent quarter-end.

In this Muhlenkamp Memorandum:
Quarterly Letter
Economic activity in the U.S. and around the world continues to be driven by the spread of the COVID-19 virus and reactions to it. We said that in July and it remains true, if perhaps a little too obvious to be worth stating…

View from the Front Office: The Election
The election is the recurring theme of my conversations with clients these days; usually consisting of two questions: “What is going to happen?” and “What should we do?” The short answers are “I don’t know” and “Don’t panic”…

Visit our Vimeo Channel – We have a collection of webcasts and seminars on our Vimeo Channel located at https://vimeo.com/muhlenkamp.

Don’t Miss our Blogs – Some recent ones are: “The Impacts of COVID-19 on the Daily Routine, at Home and Work” and “Which Retirement Plan is Better for My Team, A SEP or SIMPLE IRA?”

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