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.
The Litman Gregory Masters Funds are now PartnerSelect Funds
Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. While the existing funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change.
Insight Newsletter—Second Quarter 2020
In an effort to deliver our quarterly communications more promptly and reduce our use of paper, we are excited to announce that an electronic version of our Insight Newsletter will be shared on our website going forward.
A Message from Litman Gregory’s CEO
In June, CEO Steve Savage sent a letter to the firm to underscore Litman Gregory’s stance against racism and for inclusion. We feel it is important to share excerpts of his internal communication so that our clients and friends know where we stand on these meaningful issues.