A portfolio manager who’s beaten 92% of peers over the last 5 years shares how he’s investing heading into 2024 — including 6 of his favorite investments to make now

• Instead of conforming to the latest market trends, Jeff Muhlenkamp stuck to his roots.
• The value manager sees many attractive investments ahead, though he also has cash on hand.
• Here are six parts of the market that Muhlenkamp is bullish on right now.

A handful of high-flying technology stocks drove the vast majority of the market’s gains in 2023, which made it much more challenging for value-minded investors to generate strong returns.