Litman Gregory Masters Funds


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  
2016 Annual Report ›› read more  
Annual Shareholder Letter: A review of 2016 and a look forward. ›› read more  
Alternative Strategies Fund Commentary: A number of themes we have discussed in the past played out successfully this year. We don’t know where tomorrow’s opportunities lie, but we’re confident our managers will be able to take advantage of them. ›› read more  
Equity Fund Commentary: In the fourth quarter, the fund benefited from its overweight to the best-performing sector, financials, and its underweight to the two worst-performing sectors, health care and real estate. ›› read more  
International Fund Commentary: In the fourth quarter, the fund benefited from its regional overweights and underweights; however, both security selection and sector allocations were a modest headwind. ›› read more  
Smaller Companies Fund Commentary: Financials benefited from rising interest rates in the wake of the election. The fund’s underweight to the sector detracted from returns. The fund trailed its benchmark and peer group for the fourth quarter and the year, but still produced a strong absolute return in 2016. ›› read more  
Video: RIA Channel's Julie Cooling sits down with Litman Gregory's Steve Savage during IMPACT® 2016 to discuss the LItman Gregory Masters Alternative Strategies Fund. ›› watch  
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  
Morningstar says our Alternative Strategies Fund "remains a standout choice in the category for its access to a solid mix of diversified strategies run by proven managers." ›› read more  
We talk with International Fund sub-advisor David Herro about his firm’s value investing process, their continued conviction in the attractiveness of European financials, and the hurdles they set when considering emerging-markets stocks. ›› 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  
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