• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Litman Gregory AdvisorIntelligence

We help you navigate the investment landscape for your clients.

Litman Gregory AdvisorIntelligence
   
  • About
    • Our Service
    • Investment Research
    • Client Communications
    • Model Portfolios
    • Your Outsourced Research Team
    • Your Consulting Team
  • Investment Approach
    • Investment Strategies
    • Asset Allocation
  • Research
    • Market Updates
    • Asset Class Research
    • Manager Research
    • SRI/ESG Investing
    • Research Alliance
    • Meeting Minutes
    • Client Communications
    • Practice & Planning
  • Research Alliance
  • Contact Us
  • Login
  • Free Trial
Litman Gregory AdvisorIntelligence
Menu
  • About
    • Our Service
    • Investment Research
    • Client Communications
    • Model Portfolios
    • Your Outsourced Research Team
    • Your Consulting Team
  • Investment Approach
    • Investment Strategies
    • Asset Allocation
  • Research
    • Market Updates
    • Asset Class Research
    • Manager Research
    • SRI/ESG Investing
    • Research Alliance
    • Meeting Minutes
    • Client Communications
    • Practice & Planning
  • Research Alliance
  • Contact Us
  • Login
  • Free Trial
Litman Gregory AdvisorIntelligence

Primary Sidebar

APDLX

  • LG Updates & Tutorials
  • Market Updates
  • Asset Class Research
  • Manager Research
  • SRI/ESG Investing
  • Client Communications
  • Meeting Minutes
  • Practice & Planning
  • Research Alliance

Get instant access to investment research and client communications.

Start Your Free Trial

Get Free LG Research

Join our Insights email list    
litman gregory webinar registration link

Home » APDLX

APDLX

Manager Research

Artisan Value Funds Annual Update

March 29, 2021

As a result of our recent contact with the Artisan Value team, we are removing the funds from Under Review.

APDLX, APDQX, Larger-Cap U.S. Value Funds
Research Alliance

Monthly Commentaries—Artisan Partners

March 9, 2021

The most recent monthly commentaries for Artisan Partners are now available.

APDLX, APDQX, Artisan Partners
Manager Research

Artisan Value Fund Snapshot

December 31, 2020

This Artisan Value fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Li...

APDLX, Larger-Cap U.S. Value Funds
Manager Research

Artisan Value’s Under Review Status

October 26, 2020

Artisan Value has been Under Review for quite some time. We do have to consider the best next steps and decide what to do with our opinion before year-end.

APDLX, Larger-Cap U.S. Value Funds
Manager Research

Picking Stock Winners in a Pandemic

October 23, 2020

We think there are two distinct ways that active managers can take advantage of changing behaviors from something like the pandemic.

Active Management, APDLX, COVID-19
Asset Class Research

Third Quarter 2020 Research Webinar Replay

October 22, 2020

Watch a replay of our third quarter 2020 Litman Gregory research team webinar.

APDLX, CISGX, COVID-19, Elections, Featured, Global Stocks, Investment Outlook, LSBDX, Monetary Policy
Manager Research

What Is a “Value” Stock?

October 24, 2019

Value investing is about building in a margin of safety by purchasing assets for less than what you think they are worth. We think Harris Associates' Bi...

APDLX, International Value Funds, Larger-Cap U.S. Value Funds, OANLX, OANMX, Value
Manager Research

Research Update on Artisan Value

October 26, 2018

Based on our discussions with the team, we are maintaining our Recommended opinion but keeping the fund Under Review, indicating our intention to contin...

APDLX, Larger-Cap U.S. Value Funds
Manager Research

Artisan Value & Artisan Mid Cap Value Due Diligence History

December 31, 2017

Any changes or developments that impact our original due diligence on Artisan Value and Artisan Mid Cap Value are highlighted in this Due Diligence Hist...

APDLX, APDQX, Larger-Cap U.S. Value Funds
Manager Research

Artisan Value Under Review

November 1, 2017

We are placing the Artisan funds Under Review as we re-underwrite our opinion. Our follow-up due diligence is a priority, but it is time intensive. We a...

APDLX, APDQX, Larger-Cap U.S. Value Funds
  • Go to page 1
  • Go to page 2
  • Go to Next Page »

Footer

Litman Gregory Companies

  • Litman Gregory Asset Management
  • Litman Gregory Portfolio Strategies
  • PartnerSelect Funds

AdvisorIntelligence

1676 N. CALIFORNIA BLVD
SUITE 500
WALNUT CREEK, CA 94596

Join Our Community

© Copyright 2002 - 2021 Litman Gregory Analytics, LLC

  • Privacy Policy
  • Terms & Conditions
  • Reprints
  • Contact Us

Built by Urban Insight

Welcome to AdvisorIntelligence

This website is specifically intended for and limited to financial and investment professionals with a sophisticated and advanced level of knowledge about investments.

Yes, I am an investment professional.No, I am not an investment professional.