Jeff and Tony Muhlenkamp discuss the economic disruptions caused by the COVID-19 pandemic.

Click below for the recording of our webcast.

Click here for the amended transcription (including slides).

If you have questions or comments about the content of the webcast, don’t hesitate to send us a message or call us at (877)935-5520.

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

The opinions expressed are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

You May Also Like…

Why an Emergency Fund is a Good Idea

Why an Emergency Fund is a Good Idea

An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for...