Video Center

 
The Alternatives Fund
Jeffrey Gundlach Explains DoubleLine’s Opportunistic Income Strategy

Date: April 20, 2017

Gundlach discusses the evolution of his team’s strategy and his team’s approach, which combines risk management, asset allocation, and security selection.

The Alternatives Fund
Steven Romick Discusses FPA’s Contrarian Opportunity Strategy

Date: April 20, 2017

Romick covers his team’s bottoms-up style and process for evaluating the companies they own in the portfolio. He says they are “price-takers” who have to determine if a particular investment offers a reasonable risk to reward.

The Alternatives Fund
Matt Eagan on Loomis Sayles’s Absolute-Return Fixed-Income Strategy

Date: April 20, 2017

Eagan and the Loomis Sayles team start with a risk framework to guide their best-ideas portfolio for the Alternative Strategies Fund, and then extend out to uncover opportunities where the margin-of-safety is attractive relative to intrinsic price.

The Alternatives Fund
Gregg Loprete on Water Island Capital’s Arbitrage and Event-Driven Strategy

Date: April 20, 2017

Loprete discusses how in the credit opportunities portion of their portfolio they seek returns commensurate with traditional merger-arbitrage trades, but with a fraction of the downside.

The Alternatives Fund
A Look Back on Why We Created a Liquid Alternatives Fund & How We've Measured Up

Date: March 31, 2017

The Alternative Strategies Fund (MASFX) has a 5-year track record that includes a 5-Star Morningstar Rating and the highest Sharpe ratio in the Morningstar Multialternative category as of 3/31/2017. In this video, the fund's sub-advisors discuss their respective strategies.

The International Fund
The International Fund: A Distinctive High Active Share Concept with a Compelling Record

Date: March 31, 2017

The International Fund has outperformed its benchmark and peers annualized since inception. In this video, Litman Gregory co-founder Ken Gregory discusses this distinctive fund and its compelling record.

The Alternatives Fund
CEO Steve Savage on the Alternative Strategies Fund

Date: November 1, 2016

RIA Channel's Julie Cooling sits down with Litman Gregory's Steve Savage during IMPACT® 2016 to discuss the Litman Gregory Masters Alternative Strategies Fund.

Steven Romick on FPAs Contrarian Approach
Matt Eagan on Loomis Sayles’s Risk Management Framework

Date: May 26, 2016

Eagan discusses a tool that allows his team to simulate how their portfolio would perform under similar historical periods to evaluate opportunities and risks in the current credit cycle.

Steven Romick on FPAs Contrarian Approach
Steven Romick on FPA’s Contrarian Approach

Date: March 24, 2016

Romick says returns are driven by both what you invest in and what you don’t invest in. This is why his team tries to make investments where they feel the odds are heavily in their favor, irrespective of any kind of benchmark, but are unafraid to hold cash when they can’t find those kinds of opportunities.

Steven Romick on the Return Potential of Illiquid Investments
Steven Romick on the Return Potential of Illiquid Investments

Date: March 24, 2016

Within their sleeve of the Alternative Strategies Fund, FPA has the ability to invest in illiquid asset classes. While they have made certain illiquid investments during their tenure when they felt the return potential was either higher than or uncorrelated with returns from traditional asset classes, their portfolio is currently tilting toward liquidity.

Steven Romick on his Relationship with Litman Gregory
Steven Romick on his Relationship with Litman Gregory

Date: March 24, 2016

Romick reminisces about his long-time relationship with Litman Gregory and his first meeting with co-founder Ken Gregory. He says Litman Gregory asked tough questions to understand his investment process, giving them faith when he experienced a short-term period of underperformance that eventually reversed itself.

Mark Little on the Attractiveness of Managing a Concentrated Portfolio
Mark Little on the Attractiveness of Managing a Concentrated Portfolio

Date: December 30, 2015

Lazard's Mark Little says the beauty of running a concentrated sleeve for the Masters Funds is it provides him the opportunity to run a portfolio of just his highest conviction ideas.

Mark Little on Finding Value in Cyclicals and Emerging-Markets Stocks
Mark Little on Finding Value in Cyclicals and Emerging-Markets Stocks

Date: December 30, 2015

Earlier this year, Little was concerned that both defensive and cyclical stocks were trading at high valuations, which he found to be contradictory. He explains that over the last few months, however, a pullback has led to potential opportunities in cyclical stocks and emerging markets.

John Orrico on Capital Allocation
John Orrico on Capital Allocation

Date: December 30, 2015

Water Island's John Orrico discusses the challenge of how to allocate capital among various event-driven sub-strategies and the critical importance of understanding the correlated risks that run through the broader portfolio.

John Orrico on Risk Management
John Orrico on Risk Management

Date: December 30, 2015

Orrico shares how his firm has expanded its risk management capabilities to deal with changing technologies and an evolving investment landscape.

Gundlachs Key to Successful Investing
Jeffrey Gundlach's Key to Successful Investing

Date: November 6, 2015

For Gundlach, the key to successful investing is memory, and he claims it's what saved him during the financial crisis: "A successful investor … makes all the mistakes everybody else makes, but learns from them."

Gundlach on High Yield
Jeffrey Gundlach on the High-Yield Market

Date: November 6, 2015

When it comes to the high-yield bond market, Gundlach says we are all "summer insects" because it has only existed during a secular decline in interest rates. What will the default environment be like when companies have to roll over their debt loads at higher interest rates?

Gundlachs Fiscal Stimulus Argument
Jeffrey Gundlach's "Fiscal Stimulus" Argument

Date: November 6, 2015

Gundlach says it's nutty to think that the economy would benefit from raising the federal funds rate. A better fiscal stimulus would be to provide funds not to savers but to median consumers with the actual propensity to spend.

Gundlachs View on China
Jeffrey Gundlach's View on China

Date: November 6, 2015

Gundlach believes that China is the biggest risk now facing the financial markets. Contrary to stated GDP figures, he thinks China is really in recession. Investors are just coming to realize the U.S. economy is not fully insulated from the situation there.