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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 12, 2019 Research Alliance Artisan Developing World Q4 2018 Webcast Replay

Lewis Kaufman discusses where he is finding the most attractive opportunities.

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Feb 11, 2019 Research Alliance Artisan Partners International Value Q4 2018 Webcast Replay

David Samra discusses the current market environment and the portfolio's relative valuation.

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Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Feb 05, 2019 Research Alliance Understanding the Brexit Quandary—Thornburg

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

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Feb 05, 2019 Research Alliance Brextension—WisdomTree Asset Management

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

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Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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Aug 21, 2018 Research Alliance A Call for Global Dividend Investing—OppenheimerFunds

The economic and interest rate picture in international markets may attract dividend investors.

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Aug 10, 2018 Research Alliance Artisan Thematic Team July 2018 Webcast Replay

Portfolio manager Christopher Smith discusses the Artisan Partners Thematic Team's unique approach to capitalizing on multiyear thematic trends.

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Aug 09, 2018 Research Alliance Artisan Developing World Fund July 2018 Webcast Replay

Lewis Kaufman, portfolio manager of Artisan Developing World Fund, discusses his team’s investment process, portfolio positioning, where he is finding the most attractive opportunities, and the current market environment.

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