Ron Muhlenkamp, Portfolio Manager
Ron Muhlenkamp has developed several slide show presentations to explain the fundamentals of his investment philosophy to our clients and shareholders.
"Recessions: What do they Look Like?" Presented May 8, 2008 Click Here to see the video archive Click Here to see the presentation in written form
"Where to from Here...Continued?" Presented November 8, 2007 Video archive temporarily unavailable
Musings on Economics and Investing Presented December 2, 2004 Click here to view the Q&R from the presentation in written form Click here to view the presentation in written form
"Where to from Here?" Presented April 26, 2007 Click Here to see the entire webcast in video format
Why the Market Went Down Presented June 3, 2003 Click here to view the Q&R from the presentation in written form Click here to view the presentation in slide show format
What Box? Click here to view the presentation in slide show format
How Much Money Are You Willing to Lose for a Theory? Presented on April 27, 2006 Click here to see the entire webcast in video format Click here to view the presentation in written form Click here to view the presentation in slide show format
