Leuthold Grizzly Short Fund
GRZZX
Overview
Objective
The Leuthold Grizzly Short Fund (the “Fund”) seeks capital appreciation.
Description
Leuthold identifies stocks expected to decline in price and selling those securities short through a disciplined, quantitative investment approach.
- Pure short equity strategy: Actively managed (not an index-based short fund) with a target of maintaining approximately 100% net short exposure at all times.
- Disciplined, unemotional investment process: Utilizes a quantitative methodology to identify overvalued securities expected to decline, avoiding discretionary or emotional decision-making.
- Straightforward portfolio construction: Does not employ futures or options, and leverage is not a feature of the strategy, resulting in a transparent and focused short-only structure.
Firm Overview
The Leuthold Group began in 1981 as an institutional investment research firm. Founder Steve Leuthold built a research team and investment policies incorporating technical and quantitative methodologies, broad sector and industry group analysis, supply/demand dynamics, and historical intrinsic value relationships.
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One should consider the investment company’s investment objectives, risks, charges, and expenses carefully before investing. The Prospectus contains this and other information about the Fund. For current Prospectus, call 800.273.6886, or visit LeutholdFunds.com Please read the Prospectus carefully before investing.
Not FDIC Insured–No Bank Guarantee–May Lose Value Distributor: Quasar Distributors, LLC