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:
In September 2020, we wrote that we thought COVID-19 was in the process of burning itself out in Europe and the United States. We couldn’t have been more wrong. As you already know the virus came roaring back on both continents prompting renewed restrictions by governments…
View from the Front Office: Observations
Ron and Jeff write about the economy and the financial markets in their accompanying letter and share their thoughts and observations. I have some observations that I have formed from conversations, articles, books, and reflection…
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Don’t Miss our Blogs – Some recent ones are: “Take Your First Step In Retirement Planning”, “2020 Changed Perspectives On Spending Money”, “Talk To Your Children About Money: From Saving To A Financial Legacy”, and “Is There Magic In Saving Early For Retirement?”.