General Investing >> Money Manager Interviews >> June 12, 2025

Semiconductors and Chemicals Prices Reflect Recession Risk, Offer Value

Muhlenkamp, Jeffrey P.
Jeffrey P. Muhlenkamp, CFA, is the Portfolio Manager at Muhlenkamp & Company, Inc. He has been active in professional investment management since 2008. Mr. Muhlenkamp is a graduate of both the United States Military Academy and Chapman University. Profile
Word count: 5,194

TWST: Tell us a bit about your namesake firm as an introduction to readers.

Mr. Muhlenkamp: Muhlenkamp & Company was founded by my father