Litman Gregory Masters Funds

WHAT'S NEW

Annual Shareholder Letter: 2015 in review and a look ahead. ›› read more  
Alternative Strategies Fund Commentary: The fund’s small gain during the fourth quarter was not enough to bring it back into the black for the year. ›› read more  
Equity Fund Commentary: The fund’s overweight to the outperforming technology sector benefited performance but could not make up for the cumulative negative impact from other sector allocations. ›› read more  
International Fund Commentary: The fund’s largest regional weighting in both absolute and relative terms was to Europe. With the eurozone outperforming the broad index, the fund’s overweighting there was a slight positive for relative performance. ›› read more  
Smaller Companies Fund Commentary: While overweight energy exposure hurt performance, stock selection within this space was a positive during the quarter. ›› read more  
John Burbank Named Sole Portfolio Manager for Passport Capital on the Litman Gregory Masters Alternative Strategies Fund ›› read more  
2015 Distributions Are Now Available. ›› read more  
Vinson Walden Named Sole Portfolio Manager for Thornburg on the Litman Gregory Masters International Fund ›› 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."
›› read more
 
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