Litman Gregory Masters Funds

WHAT'S NEW

Segall Bryant & Hamill added as sub-advisor to the Litman Gregory Masters Smaller Companies Fund ›› read more  
Financial Advisor Magazine features Litman Gregory in a recent article, saying "the Litman Gregory Masters Alternative Strategies Fund has managed to rise above the competition." ›› read more  
Mutual Fund Observer highlights the Alternative Strategies Fund in this profile ›› read more  
Alternative Strategies Fund Commentary: Looking at the positioning across our sub-advisors, we see more caution than aggressiveness, but there are still some investment opportunities offering good risk-adjusted returns. ›› read more  
Equity Fund Commentary: The fund is meaningfully overweight to the technology sector; strong individual contributors this quarter included top-holding Visa, which gained 14.12%, and Oracle. Still, the fund has lagged its Russell 3000 Index benchmark and peers year to date. ›› read more  
International Fund Commentary: The fund outperformed its benchmarks and peers for the quarter, led by the strong outperformance of its consumer discretionary sector holdings. The consumer discretionary sector remains the fund’s largest overweight. ›› read more  
Smaller Companies Fund Commentary: Stock selection contributed to relative performance, but this was more than offset by sector allocation. The fund was hurt by its overweight to the energy sector and high cash balance (just under 12% on average). ›› read more  
The Alternative Strategies Fund Makes Its Q1 Distributions ›› read more  
Evermore Global Advisors added as a sub-advisor to the Litman Gregory Masters International Fund. ›› read more  
Litman Gregory Masters Alternative Strategies Fund reaches 5-year mark and receives five stars from Morningstar. ›› read more  
The Current State of the Alternatives Landscape & Our Fund's 5-Year Performance: A Q&A with Litman Gregory's CIO Jeremy DeGroot. ›› read more  
Morningstar's take on MSILX: "Not a simple story, but worth getting to know." ›› read more  
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