Litman Gregory Masters Funds


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  
2016 Distributions Are Now Available ›› read more  
Alternative Strategies Fund Commentary: Four out of five sub-advisors produced positive performance and one was essentially flat, helping the fund outperform the Morningstar Multialternative Category in the third quarter and contributing to the fund’s 5.6% year-to-date return. ›› read more  
Equity Fund Commentary: The fund benefited from strong sector allocation in the quarter, outperforming both its benchmark and peer group. The portfolio was overweight to the two highest-performing sectors, information technology and financials. ›› read more  
International Fund Commentary: The fund outperformed its benchmark and peer group in the third quarter. Positive sector attribution came from the fund’s overweight to the consumer discretionary sector. Stock selection in this sector contributed as well. ›› read more  
Smaller Companies Fund Commentary: The fund underperformed the benchmark, with the fund’s underweight to health care and double-digit cash position detracting from performance. However, the fund benefited from zero exposure to utilities, which declined as investors seemed to shy away from dividend-paying stocks. ›› read more  
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  
The Alternative Strategies Fund makes its Q3 Distributions ›› read more  
Morningstar's take on MSILX: "Not a simple story, but worth getting to know." ›› read more  
2016 Semi-Annual Report. ›› 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