High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

from Excess Returns · host Excess Returns

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.  We hope you enjoy the discussion.  SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

What this episode covers

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. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

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High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp

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This episode is 1 hour and 3 minutes long.

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This episode was published on December 29, 2022.

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