Leuthold Global Clean Technology Fund (Retail and Institutional Shares)
Fund Document Downloads
The Leuthold Global Clean Technology Fund seeks capital appreciation and long-term growth through allocating its investments, primarily in common stocks from around the world that will benefit from the expected growth in spending and investment in energy efficient and “clean” technologies, innovations and solutions.
Investment Objective
The Leuthold Global Clean Technology Fund seeks capital appreciation and long-term growth through allocating its investments, primarily in common stocks from around the world that will benefit from the expected growth in spending and investment in energy efficient and “clean” technologies, innovations and solutions.
Investment Strategy
The Leuthold Global Clean Technology Fund will generally invest in four clean technology groups including: “Alternative Energy,” Resource Conservation,” “Clean Water,” and “Clean Environment.” Securities are selected based on their expectations for long-term capital appreciation. The Fund may invest in companies of all sizes and industries as well as in “growth” stocks and “value” stocks.
The Fund selects equity securities on a company-by-company basis primarily through the use of fundamental analysis. The Fund attempts to identify companies for possible investment by analyzing their valuations and growth prospects based on an understanding of their leadership potential, proprietary and technological advantages, financial condition, sales and earnings growth potential, and economic, political and regulatory environment.
The Fund will normally invest at least 40% of its asset in securities from international markets. The Fund anticipates that it will hold securities positions in which it invests for a year or longer.
Share Classes
The Leuthold Global Clean Technology Fund offers both a Retail Share Class and an Institutional Share Class.
For additional mutual fund strategy specifics, please contact Ed Favreau, Managing Director, at 888-200-0409, or email efavreau@leutholdfunds.com.
