Litman Gregory Masters Funds

WHAT'S NEW

The Alternative Strategies Fund Makes its Q2 Distributions ›› read more  
We talk with International Fund sub-advisor Mark Little about how he accesses new ideas, the three types of stocks he looks for, and what, if any, impact he’s seeing from shorter-term events such as the strong dollar and oil price decline.›› read more  
Morningstar calls our Alternative Strategies Fund "A Cut Above" Other Funds in its Category
›› read the analyst report
 
Alternative Strategies Fund Commentary: The Alternative Strategies Fund is off to a solid start; the fund has met our objectives so far. ›› read more  
Equity Fund Commentary: Stock selection within the consumer discretionary sector was the largest positive from an attribution perspective for the Equity Fund. ›› read more    
International Fund Commentary: Both stock selection and sector allocation contributed positively to the International Fund's relative performance in the first quarter. ›› read more  
Smaller Companies Fund Commentary: The Smaller Companies Fund's underweight to the financials sector contributed to relative performance during the first quarter. ›› read more  
We are now on LinkedIn. Follow us to stay updated. ›› follow  
International Fund Video: We believe the fund’s structure and sub-advisor line-up are key to these impressive results. In this video, Litman Gregory co-founder Ken Gregory discusses this distinctive fund and its compelling record. ›› watch  
2014 Annual Report ›› read more  
International Fund (MSILX) Net Expense Ratio Capped at 0.99% ›› 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  
3 Years Later: A Look Back on Why We Created A Liquid Alternatives Fund & How We've Measured Up ›› 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