Litman Gregory Chief Investment Officer Jeremy DeGroot and senior research analysts Jack Chee and Jason Steuerwalt were recently featured in CityWire USA Magazine’s cover story Competitive Edge. In the article, they share our research team’s ongoing due diligence approach and discuss what it takes for a manager to be selected for our portfolios.
“Managers hoping to land a spot on Litman Gregory’s recommended list need a clear edge on the competition.”
Read the full story by CityWire Magazine.
Interested in learning more about our research team’s manager selection process?
Read our Selecting Fund Managers blog post.
Litman Gregory Research Team Featured in CityWire Magazine
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.
Litman Gregory’s Jason Steuerwalt and Peter Sousa Become Principals
We are happy to announce that Jason Steuerwalt, CFA and Peter Sousa have become principals of the firm.