[Achives] Notes From Ron Muhlenkamp's 2005 Presentation

Notes From Ron Muhlenkamp’s 2005 Presentation by Redfield, Blonsky & Co. [schloss] March 22, 2005 Notes I took at a Ron Muhlenkamp presentation: I had the great pleasure of attending a conference, where Ron Muhlenkamp of Muhlenkamp Funds spoke.  He was quite interesting.  After the 1 hour discussion, he stayed and chatted with a few of us for a little more than an hour.  His discussion was thought provoking and interesting.  I will certainly refer to his views and this page for a long time.  Here are my notes. Long Term bonds have generally returned 3% over inflation.  Ron Muhlenkamp…