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1WS Credit Income Fund

The Fund seeks attractive risk-adjusted returns through generating ...
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Brigade High Income Fund

The Brigade High Income Fund (the “Fund”) seeks to generate current ...
UNDERSTANDING BUY AND SELL DISCIPLINE AT BRISTOL GATE

Bristol Gate US Equity Strategy

The Bristol Gate US Equity strategy is a 22-holding portfolio of the ...
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Crawford Dividend Growth Strategy

The Crawford Dividend Growth Strategy seeks to provide long-term ...
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Crawford Dividend Yield Strategy

The Crawford Dividend Yield Strategy seeks to provide long-term total ...
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Crawford Managed Income Strategy

Product Overview Crawford Managed Income is a multi-asset income ...
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Crawford Small Cap Equity Strategy

Product Overview The Crawford Small Cap Strategy seeks total return ...
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Crawford SMID Cap Strategy

Product Overview The Crawford SMID Cap Strategy seeks to provide ...
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CRM All Cap Value Strategy

The CRM All Cap Value strategy began in January 2002. This strategy ...
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CRM All Cap Value Fund (CRIEX/CRMEX)

CRM All Cap Value Fund seeks long-term capital appreciation. The CRM ...
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CRM Mid Cap Value Strategy

The CRM Mid Cap Value strategy was launched in January 1998. This ...
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CRM Mid Cap Value Fund (CRIMX/CRMMX)

CRM Mid Cap Value Fund seeks long-term capital appreciation. The CRM ...
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CRM Small/Mid Cap Value Strategy

The CRM Small/Mid Cap Value strategy originated with the founding of ...
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CRM Small/Mid Cap Value Fund (CRIAX/CRMAX)

CRM Small/Mid Cap Value Fund seeks long-term capital appreciation. ...
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CRM Small Cap Value Strategy

The CRM Small Cap Value strategy was launched in October 1995. This ...
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CRM Small Cap Value Fund (CRISX/CRMSX)

CRM Small Cap Value Fund seeks long-term capital appreciation. The ...
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CRM Long/Short Opportunities Fund (CRIHX)

CRM Long/Short Opportunities Fund seeks long-term capital ...
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BlueBay Destra International Event-Driven Credit Fund (CEDIX / CEDAX / CEDLX / CEDTX)

BlueBay Destra International Event-Driven Credit Fund’s investment ...
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Destra Flaherty & Crumrine Preferred and Income Fund (DPIIX / DPIAX / DPICX)

The investment objective of Destra Flaherty & Crumrine Preferred ...
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Ellington Management Group

Ellington Management Group is an investment and advisory firm founded ...
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Great Lakes International Value Strategy

The GLA International Value strategy seeks to provide total return in ...
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Great Lakes Disciplined TaxManaged AllCap Strategy

The TaxManaged AllCap strategy seeks to outperform the Russell 3000 ...
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Great Lakes Large Cap Value Strategy

The GLA Large Cap Value strategy seeks to provide total return in ...
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Intech S&P Large Cap Diversified Alpha ETF (LGDX)

Rethink large cap index exposure. Intech S&P Large Cap ...
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Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX)

Rethink small- and mid-cap market exposure. Intech S&P Small-Mid ...
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Leuthold Core ETF (LCR)

Leuthold Core ETF seeks capital appreciation and income (or “total ...
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Leuthold Core Investment Fund (LCORX/LCRIX)

Leuthold Core Investment Fund seeks capital appreciation and income ...
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Leuthold Global Fund (GLBLX/GLBIX)

Leuthold Global Fund seeks capital appreciation and income (or “total ...
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Leuthold Grizzly Short Fund (GRZZX)

Leuthold Grizzly Short Fund (GRZZX) seeks capital appreciation. ...
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Leuthold Select Industries ETF

Capital appreciation through equity group selection and rotation.
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Pender Real Estate Credit Fund (PNDRX/PNDIX)

A 40 Act closed-end, continuously offered, non-diversified debt fund ...
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Third Avenue International Real Estate Value Fund (REIFX)

Focus on Total Return through Real Estate & Real Estate-Related ...
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Third Avenue Real Estate Value Fund (TAREX)

Third Avenue’s Real Estate Value Fund invests in the securities of a ...
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Third Avenue Small-Cap Value Fund (TASCX)

The Small-Cap Strategy is derived from Third Avenue’s value-oriented ...
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Third Avenue Value Fund (TAVFX)

Our strategy seeks long term capital appreciation by investing ...

Tools & Resources

Major Trend Index 1/12/2025

The first full week of 2026 featured another upgrade to our Cyclical work—the second in the last month. This bump was not enough to move the overall Major Trend Index out of High Neutral, however. Net equity exposure in Leuthold tactical accounts continues to rise with the market and now stands at 5

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Breaking the Core Equity Barbell

Breaking the Core Equity Barbell Richard Yasenchak, CFA, CFP®, Senior Managing Director, Head of Client Portfolio Management

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Major Trend Index 1/05/2026

The Major Trend Index ended the week of January 2nd at High Neutral. We’re now six weeks removed from the breakdown in our Technical work that triggered some indigestion—and a brief downgrade to Neutral—just before Thanksgiving. Leuthold tactical allocation strategies start the new year with net equ

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Major Trend Index 12/15/2025

The Major Trend Index continued on at a High Neutral stance for the week ended December 12th. Net equity exposure in Leuthold tactical strategies stands at a moderate 55%. Last week, I spent a few spare minutes locating and inventorying long lost silver coins at my house. I’m guessing I’m not t

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Major Trend Index 12/8/2025

The Major Trend Index stayed at High Neutral for the relatively quiet week ended December 5th. Net equity exposure in Leuthold tactical strategies currently stands at a moderate 55%.

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Hear from Our Clients – Success Stories & Outcomes

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Fairfield looks forward to our partnership with FLX Networks and are excited about the opportunity to expand our visibility and distribution in key markets.

Trey Stafford

Senior Vice President, Head of Capital Markets – Equity
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We’re excited to access FLX’s brand-building solutions and sales and distribution networks and introduce our portfolios to a greater universe of investors.

Mike Capombassis

President at Bristol Gate Capital Partners