Our Team

Rajat Jain, CFA, MBA
Senior Research Analyst, Principal

Rajat joined Litman Gregory in 2003 and became a principal in 2010. He is Co-Portfolio Manager of the Litman Gregory Masters International Fund and the Litman Gregory Masters Equity Fund. Rajat’s primary responsibilities include selecting and monitoring equity, fixed-income, and alternative investment money managers, and performing asset-class research for the major equity markets. His analysis appears regularly on AdvisorIntelligence. Prior to LGAM, Rajat worked at Montgomery Asset Management and BARRA Rogers Casey.

Specialties

  • Equity Markets
  • Strategic and Tactical Asset Class Views
  • Selecting Investment Managers

Achievements & Credentials

  • St. Stephen’s College (B.S., Physics)
  • University of South Carolina (International MBA)
  • Chartered Financial Analyst (CFA®)

Personal Obsessions

  • Hiking and traveling with my wife and our two teenage daughters
  • Playing tennis and pickleball (an interesting combination of tennis, table tennis, and badminton)

Contact

Rajat.Jain@lgam.com | Connect on LinkedIn

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