General Investing >> Money Manager Interviews >> January 4, 1999

Ronald H. Muhlenkamp – Muhlenkamp & Company Inc

RONALD H. MUHLENKAMP is the Founder and President of Muhlenkamp & Company, Inc. and Portfolio Manager of the nationally ranked Muhlenkamp Fund. He founded the firm in 1977 to manage private accounts for individuals and institutions, and launched the Muhlenkamp Fund in 1988. Mr. Muhlenkamp's career has been entirely devoted to the professional management of investment portfolios. He entered the investment business as a Fundamental Portfolio Analyst with Berkley Dean & Co. in New York City. He later spent five years as a Portfolio Analyst with Integon Corporation. Mr. Muhlenkamp writes a quarterly investment letter, The Muhlenkamp Memorandum, which is distributed free of charge to 50,000 households worldwide. He is frequently asked to discuss his investment philosophy on television, radio, investment shows, and in print media. A Chartered Financial Analyst, Mr. Muhlenkamp received a Bachelor of Science degree in Engineering from MIT and an MBA from the Harvard Business School. Profile
TWST: The first step in your approach is recognizing the investment

climate you are working in. Will you explain what you mean?

Mr. Muhlenkamp: We think that every now and then circumstances