For
standardized performance please click
here.
Performance data quoted, before and after taxes, represents
past performance and does not guarantee future results. The
investment return and principal value of an investment will
fluctuate so that an investor's shares, when redeemed, may be
worth more or less than their original cost. Current performance
of the fund may be lower or higher than the performance quoted.
Performance data shown is current to the most recent month end.
Mutual fund investing involves risk. Principal
loss is possible.
This information represents the opinions of Muhlenkamp and Co.,
Inc., is subject to change and any forecasts cannot be guaranteed.
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1987
Wake Up America;
Houses Don't Make you Money!
Worker's Capitalism Triumphs;
Karl Marx would be Pleased!
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1988
Muhlenkamp's Musings on Economics
One Family's Perspective on the
U.S. Federal Budget
Drought = Inflation
A Doctor of Economics
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| 1989
Muhlenkamp Fund Created
Working Owners Part II
There's a Time Bomb
Set to Go Off - Again
Defusing the Inflation Time Bomb
What is Risk
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1990
This is 20/20
Killer Bees
Will We Ever Learn?
An Open Letter To My Congressman
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| 1991
War
Why We Like Long Term
Treasury Bonds Instead of CD's
or Money Market Funds
Basic Financial Maxims
Why Interest Rates Won't Go Back Up
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1992
The Squeeze on Income
Investment and Farming - Know the Climate
Where is All the Money Going?
Social Security by the Numbers
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| 1993
The Investment Climate
Beware of Good Yields
Public Changed Its Mind
What is Risk II
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1994
Are Stocks Too High?
Evaluating Bonds
Are Stocks Too High? (cont.)
Markets and Currency
Diversification
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| 1995
Investment Philosophy
How to get Rich Buying Used Cars
Family Financial Planning
Family Financial Planning (cont.)
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1996
Fundamentals of Life Insurance
Why I Favor a Flat Tax
Workers Capitalism - An Update
Government Spending & Creating New Jobs Muhlenkamp Musings
(Reprinted)
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| 1997
Thoughts on the Future
The Business of Investing
What Really Works on Wall Street
Competition for the Consumer
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1998
The Roth IRA
Expense Ratios & Tax Efficiency
A chat with Ron Muhlenkamp
Roth IRA's
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| 1999
1998 in Review
What I have learned
(Observations from an employee)
Reflecting on 5 years part II
What does prosperity mean to you?
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2000
Taxes - Choose your poison
Embrace Wealth
Social Security Revisited
Economics and why this Election is Important
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| 2001
Be Careful What You Ask For, Social Security
IRA Update, Section 529 College Savings Plan
Criteria to selecting a mutual fund
A Death in the Family -
A Nation Mourns
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2002
IRA Chaos Theory; An IRA Discussion for Stay-at-Home Mothers
How to Save for My Children's Future
Why Hot Stock Tips Are a Bad Idea
More on 529 Plans
Worker Capitalism Triumphs (Updated)
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| 2003
Consumer Spending, Consumer Debt
Importance of IRA Beneficiaries
Tax Cuts and Their Effect on the Economy
Mutual Fund Expenses, Women and Finance
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2004
USA PATRIOT Act, Fraud
Net Asset Value Share Price
The economy at home and abroad continues
to expand.
The economy continues to expand.
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2005
Social Security by the Numbers
Optimizing Performance: Helping Investors
to Become Better Investors
But I Need Help!
How We Benefit from Free Trade |
2006
‘Tis the Season (to be planning)
Structure of Wealth
Looking for a Rich Harvest? Plant
in the Growing Season
Period of economic transition coming
to an end
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2007
A difficult year behind us and a look
at what's ahead for 2007
The Game of the Stock Market vs.
The Business of Investing
Muhlenkamp & Company Inc. Investment
Seminar – April 26, 2007
Questions & Responses
The U.S. economy and the capital markets
continue to work their way through the transition period which
we’ve been discussing for nearly two years.
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2008
In
2007, we had a lousy year. The transition period we’ve been discussing for
two years is lasting longer than we expected, and having greater
negative effect on some of our companies than we expected
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