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Leuthold Weeden Capital Management

100 North 6th Street 412A Butler Square
Minneapolis, Minnesota 55403-1505
United States
Contact :      John Mueller
Phone :       612-332-9141
Fax :             612-332-0797
Email :
Web : 

Leuthold Weeden Capital Management Information

Type of organization :
Total Assets Managed ($Mil) : $282
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1987
Wrap Programs Offered? : No
# of Accounts Managed : 35
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Leuthold Weeden Capital Management History

Leuthold Weeden Capital Management is a Minneapolis-based investment management firm founded in 1987 by industry veteran Steven C. Leuthold. Management-owned and independent, the firm acts as investment adviser for mutual funds and private investment portfolios of $1 million or greater. The firm is recognized for an investment philosophy that stresses quantitative measures of value combined with recognition of fundamental and technical trends. Separate account investment management since 1988 The Leuthold Core Investment Portfolio is a flexible, fully managed portfolio that will consider most asset classes. Available asset classes and normal allocation ranges from 30% to 70% for common stocks and other equity securities, 30% to 70% for bonds and other debt securities, and up to 20% cash. Asset class exposures are determined based on risk and return tradeoffs for each asset class. The Leuthold Select Industries Portfolio is flexible and rotates among attractive industry groups. Industry group rotation and equity selection within those groups drive potential long-term out performance. Our research is concentrated on a universe of more than 125 groups, investing in only those groups with the most favorable characteristics. The investment process is quantitative and disciplined, thus not subject to emotion. The AdvantHedge Portfolio seeks capital appreciation by identifying stocks expected to decline in price, selling those stocks short. Research is concentrated on a universe of over 1000 stocks with minimum market capitalization of $1 billion, and current minimum trading volume of $3 million per day. The investment process is quantitative and disciplined, yet actively managed. The discipline strives to maintain 100% short equity exposure at all times, and leverage is not a feature.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Leuthold Weeden Capital Management Personnel


Vice President
Tel : 612-332-9141

Mr.  Ed Favreau

Marketing Associate
Tel : 612-332-9141
Ed assumed the role of Managing Director of Marketing and Sales for Leuthold Weeden Capital Management in July 1999. He is responsible for all aspects of corporate sales and marketing, including managing the rollout and distribution of Leuthold mutual funds. Prior to joining Leuthold Weeden Capital Management, Ed served as Vice President and Sales Manager of U.S. Bancorp Investments, Inc. from 1993 to 1999. There he acted as Registered Principal overseeing policy standards for investment sales. Between 1988 and 1993, Ed held various positions within First Bank, including Custody Administrator of First Trust's Institutional Trust area. Ed currently holds a vareity of Securities Licenses, including Series 7, 24, and 63. He graduated in 1977 from the University of Minnesota with a B.S. in Business Administration.

Ms.  Karen Ellison

Client Contact
Tel : 612-332-9141

Ms.  Paula Diemer

Marketing Associate
Tel : 612-332-9141
Paula has been a member of the Leuthold team for nearly ten years and is a shareholder of Leuthold Weeden Capital Management. As Director of Institutional Client Services, Paula is responsible for a variety of functions, including institutional and separate account client services and marketing, and client and marketing communications development. She also plays a primary role in the coordination, content and maintenance of the LWCM Web site. Paula received her Bachelor of Science degree, with a major in Business Computer Information Systems and a minor in Aviation Management, from St. Cloud State University.

Mr.  Steven Leuthold

Portfolio Manager
Tel : 612-332-9141
Steve Leuthold has been an investment strategist, manager, and researcher for over 40 years. He is founder and Chairman of Leuthold Weeden Capital Management, LLC, and Portfolio Manager for the Leuthold Core Portfolio, AdvantHedge, and the Leuthold Select Portfolio. In addition, Steve is founder and Chairman of The Leuthold Group, an institutional investment research firm, where he and his team develop sophisticated, proprietary investment models using quantitative and historical research. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management. From 1969 to 1977, he was an officer and investment strategist at Piper, Jaffray & Hopwood. Steve is the author of many books and articles, including The Myths of Inflation and Investing and Index Funds, the Risks and Pitfalls. He is a frequent contributor to leading trade journals, including Barron’s, Corporate Report, The Journal of Portfolio Management, and the Financial Analysts Journal.

Mr.  Chuck Zender

Portfolio Manager
Tel : 612-332-1567
Charles D. Zender, 56, is a partner of Leuthold Weeden Capital Management and Co-Portfolio Manager for the Grizzly Short Fund. Chuck is also the Managing Director of The Leuthold Group, an investment research division of Weeden & Co. L.P., a NYSE and NASD registered institutional broker dealer and member of the New York Stock Exchange. Chuck is also a contributor to The Leuthold Group research publication. Chuck served as an Account Executive with Merrill Lynch from 1971 to 1981, served as Vice President of Sales for Smith Barney through 1988 and joined The Leuthold Group in 1988. Chuck graduated from the University of Northern Iowa in 1970 with a Bachelor of Arts degree in Accounting.

Mr.  Jim Floyd

Portfolio Manager
Tel : 612-332-1567
Jim Floyd is a Managing Director of Leuthold Weeden Capital Management and Portfolio Manager of the Leuthold Select Industries Fund. In addition, he is a Senior Analyst of The Leuthold Group, an investment research organization. Prior to joining The Leuthold Group in 1981, Jim spent five years as a research analyst for a regional brokerage firm. With more than 20 years of investment experience, Jim specializes in quantitative analysis and equity/fixed income research. Currently a member of the Twin Cities Society of Securities Analysts, Jim is a Chartered Financial Analyst (CFA) and holds both B.S. and M.S. degrees from the University of Minnesota.

Mr.  Tim Wicks

Marketing Director
Tel : 612-332-9141
Tim is a Managing Director of LWCM and is responsible for marketing and sales to institutional and high net worth clients. Tim began his investment career in 1984 as Assistant to the Staff Economist at SCI Capital Management, and later performed investment research and financial analyses at the Nikko Securities Company International and Investment Advisors Incorporated. He has held finance and strategy positions at Northwest Airlines and Bain & Company, respectively. Tim left Bain & Company to co-found Great Northern Capital, a Registered Investment Advisor focused on providing quantitative investment strategies to institutional clients. Immediately prior to joining LWCM, Tim was at Dell Computer Corporation, where he was responsible for a $500 million P&L, selling Dell’s suite of services to Small Business customers Tim has a B.A. in Economics, with honors, from The University of Chicago, and an M.B.A. from the Harvard Business School

Leuthold Weeden Capital Management Product Name

Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.

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