What makes the Litman Gregory Masters Funds distinctive?

We believe it is a combination of five factors:  

  • The skill of the sub-advisors;
  • The mandate that each sub-advisor run a concentrated sub-portfolio of only their highest conviction ideas;
  • The inherent diversification that comes from a multi-manager approach;
  • Litman Gregory’s responsibility for due diligence, monitoring and overall operations of the funds; and,
  • The willingness of Litman Gregory to limit assets to levels that preserve the managers’ ability to own only their highest-conviction names.