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Grizzly Short Fund (GRZZX)

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5.51 -0.01    -0.18%
08/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 42.4M
Type:  Fund
Market:  United States
Issuer:  Leuthold
Asset Class:  Other
Grizzly Short 5.51 -0.01 -0.18%

GRZZX Overview

 
On this page you'll find an in-depth profile of Grizzly Short Fund. Learn about the key management, total assets, investment strategy and contact information of GRZZX among other information.
Category

Trading--Inverse Equity

Total Assets

42.4M

Expenses

2.91%

Inception Date

36696

Investment Strategy

The investment seeks capital appreciation. The fund sells stocks and exchange traded funds short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund utilizes a disciplined, unemotional, quantitative investment approach.

Contact Information

Address 33 Sixth Street, Suite 4600
Minneapolis,MN 55402
United States
Phone +1 8002736886

Top Executives

Name Title Since Until
Phil Segner - 2022 Now
Biography 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.
Greg M. Swenson Portfolio Manager 2009 Now
Biography 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.
Kristen J. Perleberg Analyst 2015 2022
Biography Ms. Perleberg is a portfolio manager of Leuthold Weeden Capital Management, has been an analyst of The Leuthold Group since 2010, and was a trader with The Leuthold Group from 2007-2010.
Matthew B. Paschke Portfolio Manager 2005 2015
Biography Paschke is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 2000. Paschke holds the Chartered Financial Analyst designation.
Steven C. Leuthold Portfolio Manager 2000 2011
Biography Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management.
Charles D. Zender Managing Director 2000 2009
Biography Zender is a managing director of Leuthold Weeden Capital Management, his employer since 1991.
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