Litman Gregory Masters Funds

WHAT'S NEW

Litman Gregory’s research team was recently featured on the cover of CityWire Magazine where they discuss our firm’s due diligence approach and what it takes for a portfolio manager to stand out from the crowd. ›› read more  
2018 Annual Report ›› read more  
High Income Alternatives Fund Distribution Information ›› read more  
Annual Shareholder Letter: A look back at 2018 and our thoughts on the bigger picture. ›› read more  
Alternative Strategies Fund Commentary: The fourth quarter was a rough one for investors. The fund was not immune, but with only a 2.81% loss, it performed reasonably well relative to declines for equities, high-yield bonds, and many other alternative strategies. ›› read more  
Equity Fund Commentary: Stock selection accounted for virtually all the fund’s relative underperformance last quarter, particularly in the energy space. Technology was a bright spot with one holding, Red Hat, receiving a cash offer at a steep premium. ›› read more  
High Income Alternatives Fund Commentary: The fund was introduced on September 28, 2018. It's performance during the brief and volatile time since then has been in line with our expectations. The fund declined 3.08%, while high-yield bonds declined 4.67%. ›› read more  
International Fund Commentary: Stock selection in financials, industrials, materials, and the new communication services sectors drove the majority of the fund’s underperformance in the fourth quarter. ›› read more  
Smaller Companies Fund Commentary: While it was a challenging period for stocks, it was even worse for small caps. However, the fund declined several percentage points less than its benchmark and peer group. The fund outperformed over the full year as well. ›› read more  
2018 Distribution Information is Now Available ›› read more  
Press Release: Litman Gregory Masters Funds launches High Income Alternatives Fund with four sub-advisors focused on alternative sources of income relative to core fixed income. ›› read more  
Moningstar Analyst Report on MASFX: "...remains a solid choice in the multialternative category..." ›› read more  
Morningstar calls our Alternative Strategies Fund one of Two Good Entry Points Into Alternative Investing. ›› watch  
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