Litman Gregory Masters Funds

WHAT'S NEW

Litman Gregory Masters Alternative Strategies Fund will be lowering its net operating expense ratio to 1.36% from 1.54% effective October 31, 2019. ›› read more  
High Income Alternatives Fund October 2019 Distribution ›› read more  
Alternative Strategies Fund Proxy Statement 2019 ›› read more  
2019 Semi-Annual Report ›› read more  
2019 Semi-Annual Shareholder Letter: A look back at the first half of 2019. ›› read more  
Alternative Strategies Fund Commentary: The fund had another solid quarter in Q2, gaining almost 1.83% and bringing year-to-date gains to almost 5.85%. For the quarter, all five sub-advisors produced positive returns. ›› read more  
High Income Alternatives Fund Commentary: The fund has faced volatile markets during its brief nine-month history. It faced a steep market decline in its first three months, and sharp snapback in the subsequent six months of 2019. In both market environments, the fund performed in line with our longer-term expectations. ›› 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