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    Alternative Fund Video
    Alternative Fund Fact Sheets

WHAT'S NEW

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  
2014 Annual Report ›› read more  
Shareholder Letter: The Litman Gregory Masters Funds year in review and the effect of dispersion on performance and stock picking. ›› read more  
Alternative Strategies Fund Commentary: The fund’s success thus far can largely be attributed to strong performance from our sub-advisors, coupled with the diversification benefits that result from a well-constructed multi-manager, multi-strategy portfolio. ›› read more  
Equity Fund Commentary: Given the recent dislocation in the energy sector as well as recent underperformance in the industrial and finance sectors, we are seeing select opportunities and are adding to our exposure in these areas,” sub-advisor Scott Moore, Nuance Investments. ›› read more  
International Fund Commentary: The fund entered the fourth quarter with an overweighting to Europe which had a positive impact on relative performance. The commentary discusses other contributors (consumer discretionary) and detractors (stock picking in Asia). ›› read more  
Smaller Companies Fund Commentary: Apollo Education Group, a top 10 holding in the portfolio and a name not held in the benchmark, was the top contributing stock amongst consumer discretionary holdings. ›› read more  
International Fund (MSILX) Net Expense Ratio Capped at 0.99% ›› read more  
2014 Distributions Are Now Available ›› 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  
3 Years Later: A Look Back on Why We Created A Liquid Alternatives Fund & How We've Measured Up ›› 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  
Passport Capital added as sub-advisor to the Litman Gregory Masters Alternative Strategies Fund. ›› read more  
Litman Gregory speaks to FinAlternatives about what distinguishes the Alternative Strategies Fund from other mutual funds employing hedge fund-like strategies ›› read more