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High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

Posted January 6, 2023
Validea Capital Management

In this episode, we speak with Jeff Muhlenkamp. Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to finding undervalued securities and the portfolio management process he uses to manage the fund. We also cover the fund’s unique approach to raising cash based on market conditions, the biggest lessons he learned from his father Ron, who originally founded the firm, and how his military training has helped him in the investing world.

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Originally Posted December 30, 2022 – High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

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Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Validea Capital Management and is being posted with its permission. The views expressed in this material are solely those of the author and/or Validea Capital Management and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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