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Muhlenkamp Fund is back for the fourth consecutive year and Weitz Value Fund for the fifth.
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Muhlenkamp: Well, we do a couple seminars a year, as you know.
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Muhlenkamp: Well, I bought Cisco and then it got cheaper.
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Muhlenkamp mixes top-down and bottom-up analysis.
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On June 3, Brown added to her original investment from last October in the Muhlenkamp Fund ( MUHLX) and increased her holdings of Constellation Clover Core Value ( CCEVX) , which she had originally purchased just one month before.
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Coming off of a 48% return in 2003, and a 25% return last year, Muhlenkamp is up 4.2% in 2005, but the large-cap blend fund has come back with a vengeance in the past eight weeks, advancing 11.2% since April 28.
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