Litman Gregory Masters Funds


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  
2017 Semi-Annual Report ›› read more  
2017 Semi-Annual Shareholder Letter: A review of the first half of 2017 and a look forward. ›› read more  
Alternative Strategies Fund Commentary: Performance over the first half of the year has been reasonably good, as our managers are positioned fairly conservatively. Still, four of the five managers produced a positive return in the second quarter and the fund again outperformed its peer group. ›› read more  
Equity Fund Commentary: Narrowly outperforming its benchmark and peers in the second quarter, stock selection for the fund was a positive contributor to relative performance, while sector allocation detracted slightly. ›› read more  
International Fund Commentary: The fund bested both its benchmarks but slightly underperformed its peer group in the second quarter. It remains overweight to the consumer discretionary sector and three of its individual holdings in that sector were among the top 10 positive contributors. ›› read more  
Smaller Companies Fund Commentary: The fund outperformed its benchmark and peer group in the second quarter. Late in the quarter, we replaced longtime sub-advisor FPA with Segall Bryant & Hamill. The manager change led to a meaningful decline in the fund’s exposure to the energy sector, from an overweight to an underweight. ›› read more  
DCI added as a sub-advisor to the Litman Gregory Masters Alternative Strategies Fund ›› read more  
Segall Bryant & Hamill added as sub-advisor to the Litman Gregory Masters Smaller Companies Fund ›› 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  
The Current State of the Alternatives Landscape & Our Fund's 5-Year Performance: A Q&A with Litman Gregory's CIO Jeremy DeGroot. ›› 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