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...
On 6/26/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown. Watch the episode, “Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Jeff Muhlenkamp,” available on the Fox Business Network website. Watch a Recording of...
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...
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...
