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Grizzly Short Fund (GRZZX)

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6.38 +0.02    +0.31%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Leuthold
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 68.09M
Grizzly Short 6.38 +0.02 +0.31%

Grizzly Short Fund Overview

 
On this page you'll find an in-depth profile of Grizzly Short Fund. Learn about the key management, total assets, investment strategy and contact information of GRZZX among other information.
Category

Trading--Inverse Equity

Total Assets

68.09M

Expenses

2.71%

Inception Date

36696

Investment Strategy

The investment seeks capital appreciation. The fund sells stocks and exchange traded funds short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund utilizes a disciplined, unemotional, quantitative investment approach.

Contact Information

Address 33 Sixth Street, Suite 4600
Minneapolis,MN 55402
United States
Phone +1 8002736886

Top Executives

Name Title Since Until
Philip D. Segner Portfolio Manager 2022 Now
Biography Mr. Segner is a portfolio manager of Leuthold Weeden Capital Management LLC, has been a senior analyst of The Leuthold Group since 2022, an institutional trader with The Leuthold Group since 2010, and was an analyst of The Leuthold Group between 2015-2022.
Greg M. Swenson Portfolio Manager 2009 Now
Biography In addition to theLeuthold SP Sector Rotation ETF Portfolio, Greg is a Co-Portfolio Manager for the Leuthold Select Industries, Leuthold Global Industries, Grizzly Short, Leuthold Core, and Leuthold Global Funds. He is also a member of the investment strategy committee and contributes to The Leuthold Group's institutional research publications. He joined The Leuthold Group in 2006 to aid in the development of the Global Industries framework and continues to monitor and enhance the quantitative disciplines that drive Leuthold's equity strategies. Before joining The Leuthold Group, he worked for FactSet Research Systems in Chicago as a Consultant and Account Executive.  While working for FactSet Greg worked extensively with the research team at Leuthold. Greg is a CFA charterholder and graduated with honors from the University of Iowa with a Bachelor of Business Administration in Finance.
Kristen J. Perleberg Analyst 2015 2022
Biography Ms. Perleberg is a portfolio manager of Leuthold Weeden Capital Management, has been an analyst of The Leuthold Group since 2010, and was a trader with The Leuthold Group from 2007-2010.
Matthew B. Paschke Portfolio Manager 2005 2015
Biography Paschke is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 2000. Paschke holds the Chartered Financial Analyst designation.
Steven C. Leuthold Portfolio Manager 2000 2011
Biography Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management.
Charles D. Zender Managing Director 2000 2009
Biography Zender is a managing director of Leuthold Weeden Capital Management, his employer since 1991.
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