|Muhlenkamp & Co Inc|
|Last update 2023-12-06||31 Stocks (2 new)|
|Value $290.00 Mil||Turnover 7 %|
Ronald Muhlenkamp Investing Philosophy
He is a value guru who believes that over time, stock prices do reflect the values of the underlying businesses. When picking stocks, he looks for companies with solid balance sheets, and a return on equity capital (ROE) of 15% or better. Although his methods change with inflation and interest rates, he currently looks for companies with a P/E ratio lower than the companies' ROE and expected growth rates. He focuses on the long-term "Business of Investing" because he thinks that it is more profitable and more reliable. As a long-term investor, his "normal" position is to be 100% invested in corporate stocks.
Ronald Muhlenkamp Total Holding History ($B)
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Ronald Muhlenkamp's Hypothetical Growth since 2023-09-30
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