Objective: The investment objective of the Muhlenkamp Fund is to maximize total after-tax return to its shareholders through capital appreciation, and from and interest, consistent with reasonable .
Strategy: Invest in the common stock of highly profitable companies, as measured by (ROE), that sell at value prices, as measured by Ratios (P/E).
Portfolio Manager: Ronald H. Muhlenkamp, CFA has been active in professional investment management since 1968. He is a graduate of both M.I.T. and the Harvard Business School.
Jeffrey P. Muhlenkamp, Investment Analyst and Co-Manager, has been active in professional investment management since 2008. He is a graduate of both the United States Military Academy and Chapman University.
Muhlenkamp & Company, Inc.
Administrator and Transfer Agent
U.S. Bancorp Fund Services, LLC.
P.O. Box 701
Milwaukee, WI 53201
U.S. Bank, N.A.