When Top Managers Underperform
When assessing underperforming fund managers, it’s
only in hindsight that one can judge whether patience
was a virtue or a costly mistake. If a manager in the
midst of a tough stretch ultimately goes on to turn in
stellar long-term performance, investors who stuck around
are credited with foresight and discipline. But if the
short-term woes turn to long-term underperformance, investors
who go down with the ship are judged as complacent, stubborn
or simply naïve. read
more
The Story Behind the Masters' Select Funds
Why They Exist and the Role of a Core Holding
The first Masters’ Select fund was launched December 31, 1996. Masters’ Select Equity was created because, as financial advisors, we wanted more control over the mutual funds we used in our client portfolios, and we had specific ideas about how to build a “better
fund.” read more
Researching Equity Managers
and Mutual Funds: The Litman/Gregory Approach
By
and large, both investors and fund professionals
rely heavily on past performance in their fund selection
process. The problem is that past performance is
of little use in identifying funds or managers who will
deliver superior future performance relative to their
peer group. read
more
Masters’ Select FAQ
We’ve answered an extensive list of questions that we think will help you gain a deeper understanding of the funds. Questions are grouped by topic including but not limited to the funds’ concept, manager selection process, portfolio construction, operations and performance. Click here to access the FAQ.
Q&A with the Masters’ Select Sub-Advisors
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