Litman Gregory AdvisorIntelligence

FEATURED RESEARCH

Third Quarter 2018 Research Call Replay

This is a replay of our third quarter 2018 Litman Gregory research team webcast, held October 18, 2018. Topics covered (among others): our equity market views, the value of alternative strategies, our response to Howard Marks's recent memo, Oakmark and Cove Street funds. The presentation slides are available.

Research Alliance

The Case for Concentrated Portfolios—Osterweis Capital Management

At Osterweis we have always believed that when it comes to investing, focus is more important than breadth. In this paper, John Osterweis, our Chief Investment Officer, and Jim Callinan, lead portfolio manager of our Emerging Opportunity Fund, discuss the advantages of concentrated portfolios.

The Big Rock: An Interview with DoubleLine’s Jeffrey Gundlach

In mid-August, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine’s Jeffrey Gundlach. In this article, we share excerpts of their conversation.

Second Quarter 2018 Research Call Replay

This is a replay of our second quarter 2018 Litman Gregory research team webcast, held July 26, 2018. Topics covered (among others): our equity market views, underperformance at Cove Street and Northern Cross, and our thesis on managed futures. The presentation slides are available.

Independent Investment Research Since 1987. VIEW RECENT POSTS

PORTFOLIOS

Investment strategies backed by our independent, fundamental asset class analysis and manager due diligence.

Communications

Tools and templates to deliver our investment guidance with confidence.

RESEARCH PORTFOLIOSCOMMUNICATIONS