The Masters’ Select Smaller Companies fund utilizes Litman/Gregory’s
exhaustive due diligence skills to assemble some of the most highly
regarded portfolio managers and allow them to pursue only their most
compelling ideas in a single fund. Working independently, each manager
contributes up to 15 stocks to his fund's portfolio.
By limiting the managers' holdings to only their most compelling ideas,
the Funds seek to isolate each stockpicker's skill in a way traditional
funds cannot.
And while benefiting from each manager's focused portfolio, the overall
funds are more diversified. Finally, the Funds will be closed at a level
that will protect the integrity of the concept.
Find out why Morningstar stated, “Given this dream team of managers, this is a rare fund that could be worth a look from investors right out of the gates.”
– Morningstar Fund
Investor, June 2003
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