Masters’ Select International Fund Conference Call
Northern Cross, LLC was added as a sub-advisor to the Masters’ Select International Fund in October 2007. Litman/Gregory’s Jeremy DeGroot discusses Northern Cross’s investment philosophy and process with portfolio managers Jean-Francois Ducrest and James LaTorre.
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Event Length: 51:04 minutes
Date:
8/21/2007
Event:
Masters’ Select Conference Call with Bill Miller
The conference call touched on Miller’s current and long-term market outlook in light of tightening credit, his take on the impact of the Fed’s August cut of the discount rate, the structure of Miller’s analyst team at Legg Mason and discussion of various stocks among other topics. Jeremy DeGroot, co-CIO at Litman/Gregory, moderated the call.
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Event Length: 53:19 minutes
Date:
6/28/07
Event:
Masters’ Select Litman/Gregory Panel with Bill Nygren and Bob Rodriguez
The 6th annual manager panel topic featured Bill Nygren from Oakmark and Bob Rodriguez from FPA Capital and was moderated by Litman/Gregory’s co-CIO Jeremy DeGroot. The panel discussed topics such as the attractiveness of the U.S. equity market, energy stocks, concerns over the sub-prime market and their current approach to managing their respective Masters’ Select portfolios. listen to event
Event Length: 63:41 minutes
Date:
6/19/07
Topic:
Masters’ Select Smaller Companies Fund Conference Call
Reed Conner & Birdwell (RCB) was added as a sub-advisor to the Masters’ Select Smaller Companies Fund in June 2007. Listen to Jeff Bronchick, portfolio manager, and Litman/Gregory’s Ken Gregory and Jeremy DeGroot, discuss RCB’s investment philosophy and process as well as a general update on the Masters’ Select Funds. listen to event
Event Length: 48:37 minutes
Date:
6/21/05
Event:
Litman/Gregory Panel Event with Bill Fries & Amit Wadhwaney
Topic:
Are
Markets Mostly Efficient And If So, What Does It Take
To Beat Them?
Bill Fries of Thornburg Investment Management
and Amit Wadhwaney of Third Avenue Management joined Jeremy
DeGroot, co-CIO at Litman/Gregory for our fourth annual
Masters’ Select
manager panel. The event took place June 21, 2005, and
was timed to coincide with Morningstar’s annual conference
in Chicago. In addition to the subject, “Are
Markets Mostly Efficient And If So, What Does It Take To
Beat Them?” the panel discussed aspects of the managers’ investment
processes and their opinions on the attractiveness of foreign
versus domestic equities.
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to event
Event Length: 1:07:00
minutes
Date:
3/24/05
Topic:
Masters’ Select International
Fund Conference Call –
Manager Changes
During the first quarter of 2005
Amit Wadhwaney of Third Avenue Management, LLC and Jim
Gendelman of Marsico Capital Management, LLC were added
as sub-advisors to Masters' Select International Fund
while Mark Yockey of Artisan Partners and Dan Jaworski
of BPI Global Asset Management were removed. Ken Gregory,
President and Jeremy DeGroot, Partner and Co-Chief Investment
Officer, discuss these changes. listen
to call
Call Length: 1:11:21
minutes
Date:
7/7/04
Topic:
Masters’ Select Smaller
Companies Fund Conference Call
Bill D’Alonzo of Friess Associates and Ken Gregory, President and CIO of Litman/Gregory Fund Advisors discuss the funds’ multi-manager structure, investment process and portfolio attributes. Additionally, D’Alonzo reviews his investment philosophy and process as it relates specifically to the Masters’ Select Smaller Companies Fund and comments on a few positions in his portfolio. listen to call
