Litman Gregory Masters Funds

WHAT'S NEW

Alternative Strategies Fund Commentary: The fund rebounded this quarter, gaining nearly 4%, with all five sub-advisors contributing to the positive performance. ›› read more  
Equity Fund Commentary: Stock selection was additive during the quarter. This was offset, however, by sector allocation. Notably, the fund’s significant overweight to the underperforming financials sector detracted from performance. ›› read more  
High Income Alternatives Fund Commentary: The two flexible credit managers put cash to work during last quarter’s risk-off downturn, which should help feed future returns. Ares’ portfolio was also opportunistic during the fourth quarter and rebounded sharply this year. ›› read more  
International Fund Commentary: During the quarter, the fund outperformed its benchmark. Stock selection drove the outperformance in the first three months of 2019, particularly in communication services. ›› read more  
Smaller Companies Fund Commentary: The fund’s outperformance in the period stemmed from stock selection, with sector allocation having a negligible effect overall. ›› read more  
High Income Alternatives Fund and Alternative Strategies Fund Q1 Distribution Information ›› read more  
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  
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  
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