Litman Gregory Masters Funds


2015 Distribution Estimates are now available. ›› read more  
Alternative Strategies Fund Commentary: While difficult to escape the gravitational pull of fear that dragged down most risk assets, the diversity of views and approaches among the sub-advisors allowed for some gains. ›› read more  
Equity Fund Commentary: Sector allocation had a positive net effect on performance during the quarter. Exposures to the health care and technology sectors helped performance, while detractors showed up in the utilities, consumer discretionary, and industrials sectors. ›› read more  
International Fund Commentary: The fund's overweight to Europe proved to be beneficial in the quarter as, generally speaking, Western European markets fell less than most other international equity markets. ›› read more  
Smaller Companies Fund Commentary: Though there was nowhere to hide at the sector level, stock selection helped to minimize the decline in the period, particularly within the technology and consumer discretionary sectors. ›› read more  
The Alternative Strategies Fund makes its Q3 distributions ›› read more  
We talk with Alternative Strategies Fund sub-advisor Matt Eagan about how he and his team at Loomis Sayles harvest risk premia across fixed-income cycles and elements of risk management embedded in the investment process he uses within his sleeve of the fund. ›› read more  
Litman Gregory co-founder Ken Gregory discusses what it means to be a "lifetime investor." ›› read more  
Barron's says, "Litman Gregory has been long known for its ability to choose top-notch money managers to manage portions of its mutual funds. Its newest fund focuses on alternative strategies."
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We are removing Wellington Management as a subadvisor to the Litman Gregory Masters International Fund. ›› read more  
Morningstar calls our Alternative Strategies Fund "A Cut Above" other funds in its category
›› read the analyst report
International Fund Video: We believe the fund’s structure and sub-advisor line-up are key to these impressive results. In this video, Litman Gregory co-founder Ken Gregory discusses this distinctive fund and its compelling record. ›› watch  
How We Seek to Identify Great Active Managers: Litman Gregory's Jack Chee discusses our manager research process, stressing the need to clearly understand a manager's investment process and what makes that manager great. ›› read more  
The Current State of the Alternatives Landscape & Our Fund's 3-Year Performance: A Q&A with Litman Gregory's Jeremy DeGroot and Ken Gregory ›› read more