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What should investors in the Litman Gregory Masters equity funds understand about the funds?

We believe the funds are appropriate for investors who:

  • Understand equity-market risk.
  • Seek strong long-term performance relative to relevant benchmarks but are less concerned about relative short-term performance.
  • Believe in active management and the potential for concentrated investing, in the right hands, to add value over the long-run.
  • Have familiarized themselves with the Litman Gregory Masters Funds, believe in the specific concept and have confidence in Litman Gregory’s skill in picking and overseeing the sub-advisors.
  • Are looking for the specific type of exposure inherent in the specific fund in which they are investing.

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