Litman Gregory Masters Funds

WHAT'S NEW

Just Markets: A conversation with DoubleLine's Jeffrey Gundlach and the 2019 Litman Gregory Investment Forum ›› read more  
The Fed's Sugar High: A Conversation with Guggenheim's Scott Minerd at the 2019 Litman Gregory Investment Forum ›› read more  
2019 Distribution Information is Now Available ›› read more  
Alternative Strategies Fund Commentary: The Alternative Strategies Fund gained 60 basis points in the third quarter, bringing year-to-date returns to 6.48%. ›› read more  
High Income Alternatives Fund Commentary: The end of the third quarter marks the fund’s one-year anniversary. The return since inception is 3.49%, compared to 10.30% for the Bloomberg Barclays U.S. Aggregate Bond Index, and 6.34% for the BofA Merrill Lynch US High-Yield Cash Pay Index. We think there’s more to the story than a quick look indicates. ›› read more  
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  
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  
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