Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high on high-quality technology and healthcare stocks. According to Kiplinger’s, Muhlenkamp is high on tech firms like Hewlett-Packard and Cisco. He’s also made a bundle on [...]
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Tag Archives: Ron Muhlenkamp
Gabelli, Grantham, Gross & Others Weigh In
June 2, 2009
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A number of top investment strategists offered their opinions about the market and the economy at the recent Morningstar Investor Conference in Chicago, including value fund star (and Benjamin Graham disciple) Mario Gabelli. Gabelli, whose ABC fund posted its first negative returns in 14 years last year — when it dropped just 2% — sees [...]
Read moreThe Stars — and Fallen Stars — of 2008
December 18, 2008
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Kiplinger’s Fred Frailey looks this week at how some of the world’s top money managers got hammered by the recent market crash, as well as at how other noted managers lived up to their reputations and avoided the plunge. According to Frailey, some of 2008′s big-name losers have been Legg Mason’s Bill Miller (down 59% [...]
Read moreMuhlenkamp: Plenty of “Cadillacs” Selling on the Cheap
December 12, 2008
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Ronald Muhlenkamp, who has headed Muhlenkamp & Company for more than 30 years, tells Forbes that “we’re seeing great companies at dirt cheap prices. And one thing I’ve learned … if you can buy a great value at a cheap price, just go do it.” In a wide-ranging interview with Steve Forbes, Muhlenkamp also says [...]
Read moreHeebner & Muhlenkamp making gutsy moves into financial stocks
December 6, 2008
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Ken Heebner, manager of CGM Focus fund, is warming up to financial stocks according to this WSJ article. Heebner, who has one of the best performing mutual fund records over the last decade, has been loading up on financials. According to his fund’s Sept. 30 portfolio report, the fund held 40% in financials although the [...]
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