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Our Investment Process

Owning Good Companies We are only interested in owning good companies, but we can turn a good company into a bad investment if we pay too much for it. We use a business-like evaluation of each company designed to identify what a company is worth as a business. Return...

JEFF MUHLENKAMP ON THE CLAMAN COUNTDOWN 8/15/2023

Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman...

Muhlenkamp Memorandums, 2023

Our quarterly Muhlenkamp Memorandums are written for investors who want to understand what we do and how we think. MEMORANDUM 148 – October 2023 In their October 2023, Quarterly Letter, Jeff and Ron Muhlenkamp give an update on the relevant economic indicators...

JEFF’S WELLING ON WALL STREET INTERVIEW

Jeff Muhlenkamp was interviewed by Kathryn Welling on March 15, 2023. Their conversation is published in the Welling on Wall St. article, “Hard-Won Market Insights – Muhlenkamp & Co.’s Leader on Turning Market Scares into Profits.” Included below are excerpts of...

A Walk Down Memory Lane

Read Ron’s essay about his experiences since 1965. Ron has lived and invested through the ups and downs in the market and the economy.  A Walk Down Memory Lane...