Effective July 31, Litman Gregory Masters Funds will be operating under a new name: PartnerSelect Funds. This name change reflects our company’s commitment to bringing high-quality managers from around the world to shareholders and our expertise in delivering distinctive mutual funds. We believe the PartnerSelect name better illustrates the collaborative approach we take with skilled portfolio managers to offer innovative strategies to investors.
While the existing Litman Gregory Masters Funds will be renamed to reflect the updated family name, each funds’ sub-advisor lineup, ticker symbol, and CUSIP will not change. Litman Gregory’s role as advisor to the funds will also remain the same: It is responsible for manager due diligence and selection, day-to-day coordination with the managers, monitoring their individual performance and capabilities, and fund administration.
Our continued focus is on finding portfolio managers that we believe can deliver attractive results to clients. Please reach out to your Litman Gregory Advisor with any questions about these changes.
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.