Our Investment Process

Investing

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...

Muhlenkamp Memorandums, 2024

Letters to My Daughters (& Your Kids too!), Memorandum

The  Muhlenkamp Memorandum is our free quarterly newsletter.  If you’re not already on our mailing list, sign up today at CONTACT US. MEMORANDUM 150 – April 2024 In their Quarterly Letter, Jeff and Ron Muhlenkamp explain why they are still watching for...

Jeff Muhlenkamp quoted in Wall Street Journal

Investing, News

Jeff quoted in the Wall Street Journal.

Muhlenkamp Memorandums, 2023

Memorandum

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 MUHLENKAMP ON THE CLAMAN COUNTDOWN 6/26/2023

News, Uncategorized

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...