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Ronald Muhlenkamp

Ronald Muhlenkamp
13F

Muhlenkamp & Co Inc
Last update 2022-04-19 36 Stocks (2 new)
Value $287.00 Mil Turnover 5 %
Portfolio Report

Ronald Muhlenkamp Profile

Ronald H. Muhlenkamp is the founder and president of Muhlenkamp & Company, Inc., and portfolio manager for the company's self-named mutual fund (MUHLX). Muhlenkamp is a patient value investor. The stocks in his portfolio stay an average of 10 years.

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's Top Stock Picks View Full List
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares

Ronald Muhlenkamp Total Holding History ($B)

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Ronald Muhlenkamp's Asset Allocation

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Ronald Muhlenkamp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Ronald Muhlenkamp's Hypothetical Growth since 2022-03-31

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Ronald Muhlenkamp's Yearly Returns

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Ronald Muhlenkamp's Holdings Heat Map

Ronald Muhlenkamp's Holdings Bubble Chart

Commentaries and Stories

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