Muhlenkamp & Company, Inc. regularly captures media attention. Following is a sampling of recent news items. Visit your local library for complete information.
The following citations are the opinions of, and the property of, third parties. Muhlenkamp & Company, Inc. does not support or endorse any of the following references.
February 2012
- 02/15
- - Ron is quoted in the 4-traders.com article, "U.S. Stocks Mixed as Europe Again Raises Concerns."
- 02/03
- - Ron appeared on CNBC's 'Closing Bell' program in a segment with anchor Maria Bartiromo and James Bianco of institutional research firm Bianco Research ("'QE World' Pumping Market Rally? How loose monetary policy has propelled markets").
December 2011
- 12/05
- - Gurufocus.com posted Ron’s 12/05/2011 Market Commentary.
November 2011
- 11/01
- - Advisor Perspectives posted Ron’s 10/31/2011 Market Commentary, “The Market Drivers: European Debt, Chinese Inflation, and the U.S. Economy.”
October 2011
- 10/31
- - Gurufocus.com posted Ron’s 10/31/2011 Market Commentary.
- 10/24
- - Ron comments in the Market Watch story, “Can bank stocks bail out your portfolio?”
- 10/21
- - Ron is quoted in the Barron’s article, “Managers Dipping Into Financials; BAC, C, JPM, WFC Seen As Juicy.”
- 10/19
- - Gurufocus.com posted Ron’s October 2011 Quarterly Letter.
- 10/10
- - Moneynews.com quotes Ron in “Money Manager Muhlenkamp Bullish on Blue Chips.”
- 10/10
- - Newsmax.com cites Ron in “Money Manager Muhlenkamp Bullish on Blue Chips.”
- 10/10
- - The Guru Investor includes a link to a video of Steve Forbes’ interview with Ron in the article, “Muhlenkamp: Cautious, But Sees Big Rewards on Horizon.”
September 2011
- 09/28
- - Gurufocus.com published Ron’s commentary in “Ron Muhlenkamp – Bails Out Of All His Cyclical Holdings To Protect Against Slowdown.”
- 09/28
- - Video of Ron’s interview with Steve Forbes posted on Forbes.com in “Cash And Caution For Muhlenkamp.”
- 09/27
- - Advisor Perspectives published Ron’s article, “Have the Central Banks Run Out of Tricks?”
- 09/23
- - Forbes.com features “The Fed Is Using The Wrong Tool, Says Cautious Muhlenkamp.”
- 09/22
- - The GuruInvestor.com quotes Ron in the article, “Muhlenkamp Skeptical of Fed Plan; Says Market’s ‘Cadillacs’ Cheaper than ‘Chevys’.”
- 09/21
- - Ron is included in Bloomberg’s YouTube.com posting, “Broaddus, Swonk, Wren’s Own Words on Fed Monetary Policy”.
- 09/21
- - Ron’s interview is posted by Bloomberg on YouTube.com titled “Rivelle Says Fed Stimulus May Bring ‘Stagflation Light’.“
- 09/21
- - Ron speaks with Pimm Fox on Bloomberg Television’s “Taking Stock”. Video archive available at Bloomberg.com.
- 09/21
- - Capital.gr quotes Ron in the article, “U.S. Stocks Decline; Weighted By Materials, Energy, Industrials.”
- 09/21
- - Ron is quoted in The Wall Street Journal article, “U.S. Stocks Gyrate on Fed Move.”
- 09/01
- - Ron appears on CNBC’s Closing Bell, hosted by Maria Bartiromo.
August 2011
- 08/11
- - Theguruinvestor.com features an article, “Muhlenkamp: It’s All About Europe.”
- 08/10
- - The CNN Money article, “Treasury yields near all-time lows”, includes comments from Ron.
- 08/10
- - Gurufucus.com published Ron’s 8/9/2011 Market Commentary, “What In The World Is Going On?”
- 08/10
- - Ron’s 8/9/2011 Market Commentary is discussed in “The Tell” section of Market Watch.com.
- 08/09
- - Advisor Perspectives features Ron’s 8/9/2011 Market Commentary.
July 2011
- 07/27
- - The author points out his reasons for taking time to look at what Ron is thinking in his article, "Assessing Muhlenkamp Fund's Top 10 Holdings", which appears in Seeking Alpha.
- 07/16
- - “Muhlenkamp Fund Quarterly Letter and Top Ten Holdings” is available on gurufocus.com.
June 2011
- 06/26
- - Investment News quotes Ron in the article "Telecom is connecting with fund managers."
- 06/20
- - Ron comments on Ford in the "Monday Daily Overview" column of gurufocus.com.
- 06/16
- - The Motley Fool: "Here's What the Muhlenkamp Fund Bought and Sold Last Quarter".
- 06/01
- - Ron is quoted in the June issue of Smart Money on “triple play” companies that beat Wall Street expectations.
May 2011
- 05/25
- - The Muhlenkamp Fund is included on the Money 70 list of best funds and Ron is interviewed in an article posted on CNNMoney.com
- 05/04
- - Ron is included in a list of “Who’s Who of Wall Street” published by Wall Street Economists.
April 2011
- 04/26
- - Barron’s Focus on Funds’ blog notes the Fund’s stake in Ford’s recovery.
- 04/25
- - theguruinvestor.com features excerpts from the Muhlenkamp Memorandum quarterly letter.
- 04/18
- - bankinvestmentconsultant.com features the Muhlenkamp Memorandum quarterly letter.
- 04/08
- - TheStreet features Ron in the Five Spot.’
- 04/02
- - TheStreet.com features Ron discussing his favorite sectors.
March 2011
- 03/30
- - Ron appears on CNBC’s Closing Bell in a “check on what’s moving the markets.”
- 03/09
- - SFGate.com quotes from Ron’s Road to Wealth in an article about “4 Stupid Moves Your Taxes Paid For.”
January 2011
- 01/27
- - theguruinvestor.com features excerpts from the Muhlenkamp Memorandum quarterly letter.
- 01/14
- - The Muhlenkamp Fund is named to The Money 70’ list in Money magazines Investors Guide 2011.’
November 2010
- 11/18
- - The Motley Fool mentions advice from Ron’s essay, The Business of Investing in the article, “The Stock Market Distraction That Could Cost You.”
October 2010
- 10/27
- - Forbes.com's 'Financial Adviser Network' features "The Trouble with Government Spending" article from Muhlenkamp Memorandum #96.
- 10/21
- - Ron comments in the online edition of Money Magazine in a story on the outlook for stocks.
- 10/20
- - Institutional Investor quotes Ron in an article on managers weighting inflation and deflation risks.
- 10/14
- - gurufocus.com features the Muhlenkamp Memorandum quarterly letter.
- 10/14
- - Ron appears on CNBC’s Closing Bell and tells Maria Bartiromo “he’s never owned more tech names than he does today.”
- 10/13
- - Morningstar.com features the Muhlenkamp Memorandum quarterly letter.
September 2010
- 09/17
- - Morningstar.com’s new analysis of the Fund states that it remains an “attractive choice.”
August 2010
- 08/05
- - Forbes.com 'Intelligent Investing' blog cited Ron’s video interview recorded at the Morningstar Investment Conference in June.
- 08/04
- - The Motley Fool mentions the Fund in an article featuring three funds leaning heavily into healthcare.’
- 08/04
- - TomorrowToday’s blog references an article from Business Week in September 2009 where Ron discusses the new normal.’
July 2010
- 07/19
- - Barron's 'Market Watch' excerpts the Muhlenkamp Memorandum Quarterly Letter.
June 2010
- 06/29
- - The Motley Fool features the Muhlenkamp Fund among "go-anywhere" funds.
- 06/24
- - Morningstar.com features a video interview of Ron from the Morningstar Investment Conference.
May 2010
- 05/30
- - The Wall Street Journal cites Ron in a lead story on the market, "May's Big Selloff Could Be Just the Beginning."
- 05/24
- - Morningstar.com features Ron’s market commentary originally posted on the Muhlenkamp website.
April 2010
- 04/30
- - TheStreet.com covers the current positioning of the fund: "The economy is rebounding but not as strongly as most people think, say two mutual-fund managers."
- 04/27
- - The Motley Fool covers Muhlenkamp as a fund that has rewarded shareholders showing "the discipline to hang tough during stretches of underperformance."
- 04/22
- - Ron was interviewed on the Fox Business Network.
- 04/21
- - Ron appears on CNBC's "Power Lunch"
March 2010
- 03/25
- - Morningstar analysis of the Muhlenkamp Fund.
- 03/10
- - The Muhlenkamp Fund is mentioned in a Morningstar FundInvestor article.
February 2010
- 02/24
- - Morningstar.com features a 'Take Five' Q&A with Ron Muhlenkamp.
- 02/12
- - The Motley Fool: "Who Do You Want Managing Your Money?" is an edited version of a previously published story praising Muhlenkamp's shareholder communications.
- 02/08
- - Motley Fool article features the Muhlenkamp Fund and investment outlook from Ron.
- 02/08
- - Ron writes an article about “clean opportunities” with natural gas for Forbes.com.
January 2010
- 01/26
- - Morningstar.com carried the Muhlenkamp Quarterly Letter and Q&A from the November seminar.
- 01/01
- - Money Magazine includes the Muhlenkamp Fund in its article about funds through thick and thin.
December 2009
- 12/23
- - Smart Money.com: 'Pundit Watch' column today cites the Muhlenkamp & Company November seminar presentation.
- 12/21
- - Ron Muhlenkamp is one of five money managers featured in Fortune’s Investors Guide 2010.’
- 12/21
- - Financial Planning: Excerpt from the November Muhlenkamp & Company seminar.
- 12/09
- - Motley Fool cites Muhlenkamp Fund holdings in an article about Investing in a High Unemployment Era.’
November 2009
- 11/30
- - Muhlenkamp Fund is Redeemed’ discusses the rebound of the fund in 2009.
- 11/10
- - Ron appeared on CNBC’s Squawk Box.’
October 2009
- 10/20
- - Motley Fool covers the Muhlenkamp Memorandum quarterly letter.
- 10/19
- - An excerpt from Ron’s quarterly letter is featured in the Looking Ahead” roundup in online editions of Bank Investment Consultant, Financial Planning and On Wall Street.
- 10/14
- - Forbes.com Ron is included in a review of the performance of Intelligent Investing’ guests over the last year.
- 10/01
- - Motley Fool: Ron discusses how he identifies a strong company.
September 2009
- 09/24
- - Business Week: Searching for True North’ what is the new normal?
- 09/22
- - Motley Fool covers “superinvestors” with significant allocations in healthcare stocks.
- 09/11
- - Morningstar.com: analysis of the Muhlenkamp Fund
- 09/08
- - Bloomberg: Ron comments on RV stocks.
- 09/04
- - The Guru Investor: Muhlenkamp Says to Lower Expectations, but Still Sees Bargains.’
- 09/03
- - Motley Fool: Ron comments on identifying undervalued stocks.
- 09/02
- - CNN.com: Ron discusses investing in the new normal.’
August 2009
- 08/28
- - Ron appeared on Fox Business Network in an interview discussing Finding Value in Big Caps.’
- 08/27
- - Ron appeared as the special guest on CNBC’s Power Lunch.’
- 08/21
- - Welling@Weeden: Ron’s 2006 interview is mentioned as a part of the special 10th Anniversary issue.
- 08/18
- - Motley Fool highlights the Muhlenkamp Fund in a story on funds that communicate well with their shareholders.
- 08/14
- - gurufocus.com: Second quarter update of buys and sells in the portfolio.
July 2009
- 07/19
- - Connecticut Post: Financial advisor Julie Jason cited Ron’s discussion on recession from the May Muhlenkamp Investment Seminar
- 07/12
- - Associated Press: Ron quoted on consumer stocks
June 2009
- 06/29
- - Financial Planning Looking Ahead” roundup excerpts Ron’s comments
- 06/29
- - Smart Money: Ron quoted on consumer confidence from Sign Post commentary
- 06/13
- - Cleveland Plain Dealer: MUHLX cited among Senator Sherrod Brown's holdings
- 06/10
- - Motley Fool discusses Ron’s additions to MUHLX’s holdings
- 06/08
- - Barron's: Ron quoted in 'Fund of Information' on Morningstar Conference
- 06/04
- - CBS MoneyWatch: Ron quoted on "Ways to Avoid the Next Crisis"
- 06/04
- - CBS MoneyWatch on investment ideas from Morningstar Conference
- 06/01
- - CNN/Money: Reuters newswire story quotes Ron in Morningstar Conference coverage
May 2009
- 05/28
- - SmartMoney TV: Spotlight’ interview with Ron Muhlenkamp (video)
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. Current performance as of the most recent quarter- and month-end can be obtained by CLICKING HERE.