Litman Gregory Masters Funds


Morningstar calls our Alternative Strategies Fund one of Two Good Entry Points Into Alternative Investing. ›› watch  
2017 Annual Report ›› read more  
2017 Annual Shareholder Letter: A review of the second half of 2017, a look forward, and our thoughts on the bigger picture. ›› read more  
Alternative Strategies Fund Commentary: The decision to remove Passport at the end of last quarter was straightforward as the firm has changed its focus to a much narrower opportunity set. Performance was positive, but as expected, it could not keep up with buoyant equity markets. ›› read more  
Equity Fund Commentary: The fund generated a strong absolute return for the quarter but moderately underperformed its benchmark and peer group. ›› read more  
International Fund Commentary: Consumer discretionary remains the fund’s largest sector overweight, though stock picks in the sector neutralized this overweight’s positive impact. Japanese stocks were a bright spot this quarter as three of the top 10 contributors were Japanese firms. ›› read more  
Smaller Companies Fund Commentary: The fund soundly outperformed the benchmark and peers for the quarter. Both sector allocation and stock picking contributed, but stock picking was by far the bigger driver. ›› read more  
Passport Capital Removed as Sub-Advisor to the Litman Gregory Masters Alternative Strategies Fund. ›› read more  
2017 Distributions Are Now Available ›› read more  
The Alternative Strategies Fund Makes Its Q3 Distributions ›› read more  
Morningstar Analyst Report on MSILX: A combination of unusual strategies that would be hard to replicate. ›› read more  
Financial Advisor Magazine features Litman Gregory in a recent article, saying "the Litman Gregory Masters Alternative Strategies Fund has managed to rise above the competition." ›› read more  
Mutual Fund Observer highlights the Alternative Strategies Fund in this profile ›› 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