Litman Gregory Masters Funds

WHAT'S NEW

The Alternative Strategies Fund makes its Q3 Distributions ›› read more  
2016 Semi-Annual Report. ›› read more  
Alternative Strategies Fund Commentary: The fund performed well in the second quarter, recovering more than fully from a dip following the United Kingdom’s surprise decision to leave the European Union. Each sub-advisor contributed positively. ›› read more  
Equity Fund Commentary: Despite market turmoil around Brexit and poor sector allocation, successful stock picking helped the fund to a positive return for the quarter. ›› read more  
International Fund Commentary: The fund’s overweight to the eurozone continued to drag down returns, as it was the worst-performing region. Two standouts were the fund’s beneficial overweight to health care and sub-advisors’ strong stock picking in that sector. ›› read more  
Smaller Companies Fund Commentary: The fund posted a positive return and remains well ahead of the Russell 2000 Index for the year-to-date period. Several industrials and technology holdings registered gains of over 20%. ›› read more  
Semi-Annual Shareholder Letter: A review of the first half of 2016 ›› read more  
Pictet Asset Management added as a sub-advisor to the Litman Gregory Masters International Fund. ›› 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  
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."
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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