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Advisor Information for GRZZX

Fund Inception06/19/2000
Name of IssuerLeuthold
Fund Advisor(s)Leuthold Weeden Capital Management LLC
Sub-Advisor(s)--

Fund Managers for GRZZX

Greg Swenson
Portfolio Manager since 01/31/2009
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.
Phil Segner
Portfolio Manager since 04/01/2022
Phil is a Senior Analyst and co-Portfolio Manager of the Grizzly Short Fund. Phil originally joined The Leuthold Group, LLC, in 2010 as a Trader and in 2013 he added on the role of Research Analyst. In addition, Phil is a significant contributor to Leuthold research publications. Prior to joining the Leuthold team, Phil worked in Trading and Operations for two Minneapolis-area hedge funds. Phil has a BA in Finance from Gustavus Adolphus College and an MBA from the University of Minnesota. He has been a CFA charterholder since 2013 and is a member of the CFA Society of Minnesota.