The Litman Gregory Masters Alternative Strategies Fund
About the fund
A fund created for risk-averse investors seeking:
Why we created this fund
In the years ahead, we believe there will be mediocre returns and higher volatility from stocks, and low returns from bonds. For this reason we have done extensive research to identify “alternative” strategies that we believe are not highly dependent on tailwinds from stocks and bonds to generate returns. What we found in terms of publicly available options was generally disappointing. However, we were able to identify several managers running alternative strategies whom we believe to be highly skilled, and we were able to bring them together in our own fund. This fund provides many of the important characteristics we sought, including:
Four highly skilled managers
Leveraging our experience advising our four equity funds, we've chosen four managers we believe to be highly skilled in their respective strategies.
We believe each manager brings a distinct and complementary investment style to the portfolio and a strong risk management focus. The multi-strategy structure of this fund provides the managers additional flexibility to pursue opportunities that would not otherwise be available to them in a single-strategy public fund.