A top-1% fund manager over the past 3 years shares how he’s consistently outperformed throughout wildly different markets — and 8 of his favorite places to invest right now

• Fund manager Jeff Muhlenkamp has beaten his index in both 2022 and 2023.
• Instead of making massive shifts within his portfolio, Muhlenkamp stuck with his stocks.
• Here are eight companies or areas of the market that Muhlenkamp said he’s bullish on.

This year’s stock market is almost the exact opposite of 2022, but the results have been roughly the same for standout fund manager Jeff Muhlenkamp.