Sector Expert: Ronald Muhlenkamp
Ron Muhlenkamp is the founder and portfolio manager of Muhlenkamp & Co. Inc., established in 1977 to manage private accounts for individuals and institutions. In 1988, the company launched a no-load mutual fund as an investment vehicle for all investors, large or small. Muhlenkamp is an award-winning investment manager, frequent guest of the media, and featured speaker at investment shows nationwide. His work since 1968 has been focused on extensive studies of investment management philosophies, both fundamental and technical. As a result of this research, he developed a proprietary method of evaluating both equity and fixed-income securities, which continues to be employed by Muhlenkamp & Co. In addition to publishing his quarterly newsletter, Muhlenkamp Memorandum, he is the author of "Ron's Road to Wealth: Insights for the Curious Investor." Muhlenkamp received a bachelor's degree in engineering from M.I.T. in 1966, and a master's degree in business administration from the Harvard Business School in 1968. He holds a Chartered Financial Analyst (CFA) designation.
Musings on the Second Great Recovery Experiment and the Promise of Natural Gas: Ron Muhlenkamp (8/21/14)
Like the economy as a whole, the Muhlenkamp Fund is still struggling to extricate itself from the morass of the Great Recession. Ron Muhlenkamp, founder of Muhlenkamp & Co. Inc., sees a forerunner to this downturn in the 1980–82 recession. In this interview, he tells The Energy Report how good policy ended the earlier slowdown and set the stage for two decades of prosperity. He also explains why bad policy is hampering recovery now, and what this means for investors.
Cheap natural gas means Americans can buy the equivalent of a barrel of crude for $35. That's the exciting reality that has Ron Muhlenkamp, founder and portfolio manager of Muhlenkamp & Co. Inc., putting his investment dollars behind the next great fuel switch, this time in the transportation sector. With his fund having finished 2013 with a tidy 34.4% gain, he is now eyeing companies poised to outfit the U.S. transportation sector with all things natural gas, from fuel tanks to motors to filling stations. And let's not forget the folks who get it out of the ground. As Muhlenkamp tells The Energy Report, we've only just begun, so there's plenty of room to run with well-positioned companies.
"Royal Dutch Shell Plc is building natural gas fueling stations in concert with a truck stop operator."
The Energy Report Interview with Ron Muhlenkamp