Litman Gregory Masters Funds


Passport Capital Removed as Sub-Advisor to the Litman Gregory Masters Alternative Strategies Fund. ›› read more  
2017 Distributions Are Now Available ›› read more  
Alternative Strategies Fund Commentary: Besides the addition of new sub-advisor DCI, the quarter was relatively quiet for the fund. Most of our managers remain defensively positioned, yet all produced positive returns. ›› read more  
Equity Fund Commentary: The fund benefited from both sector allocation and good stock picking in the quarter. One holding, Fiat Chrysler Automobiles, gained close to 70% during the period on sale rumors. ›› read more  
International Fund Commentary: The fund’s stock selection in Europe and in the technology sector was strong. One position belonging to both those areas, ASML Holding, rose over 30% in the quarter. ›› read more  
Smaller Companies Fund Commentary: The primary detractor was the fund’s allocation to declining retail and restaurant names. As our managers discuss, each of these holdings represent a highly attractive risk-to-reward opportunity over the long term. ›› read more  
The Alternative Strategies Fund Makes Its Q3 Distributions ›› read more  
Morningstar Analyst Report on MSILX: A combination of unusual strategies that would be hard to replicate. ›› read more  
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  
Litman Gregory Masters Alternative Strategies Fund reaches 5-year mark and receives five stars from Morningstar. ›› 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