Ronald Muhlenkamp
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Date updated:01-06-2008
Ronald Muhlenkamp runs Muhlenkamp & Company, Inc. and is portfolio manager for the Muhlenkamp mutual fund. He has consistently outperformed the S&P 500 over the last decade posting an average annual return of 16.2% versus the S&P 500 average annual return of 11% for the same period. He is a classic value investor with a long term buy and hold approach.
In Jan 2007, Muhlenkamp issued his latest Quarterly Letter. In it he goes on to say that 2006 played out as he expected economically, the timing was a bit off, as were his stock splits. He goes over the 4 phases the market went through in 2006, and stated how he believes right now we are in the same phase that 2006 ended in, with economic expansion. He continues to like cyclically sensitive big stocks like Merrill Lynch and IBM, and certain smaller companies like Harley-Davidson and the home builders.
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Cemex Sab De Cv A - $10.98
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11.88 - $11.78
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Conocophillips - $51.92
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Citigroup Inc - $4.06
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Unitedhealth Grou - $29.44
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Cfc - $0.00
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Capital One Finan - $37.24
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Altria Group Inc - $19.00
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