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

Aug 27, 2018 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.

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Jun 30, 2018 Loomis Sayles Bond Fund Snapshot

This Loomis Sayles Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Litman Gregory's analysis and opinion.

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Dec 14, 2017 An Operational Viewpoint on Integrating Separately Managed Accounts

Earlier this year, we began offering Parametric’s Tax-Managed Custom Core Separately Managed Accounts to our wealth management clients. We are now sharing our experience from an operations perspective through a conversation with Litman Gregory’s director of operations, Tisha Ehrenberger.

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Aug 22, 2017 DoubleLine Total Return Bond Annual Report

The goal of our recent site visits to DoubleLine Capital's Los Angeles office was to refresh our due diligence and confirm our understanding of the team’s investment edge. Our conversations with team members reinforced our understanding of the process, as well as our confidence in DoubleLine Total Return Bond, which remains Recommended.

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Jun 05, 2017 Interview with Evermore Global Advisors’ David Marcus

On May 16, 2017, we held a conference call with David Marcus, CEO and chief investment officer of Evermore Global Advisors. In the course of getting to know him over the past several years, we've gained a high level of confidence in Marcus as an investor and in his investment approach. We excerpted portions of our discussion in a question and answer format to present his views in as much depth as possible.

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Sep 28, 2015 William Blair Bond Due Diligence Report

We are adding William Blair Bond to our Recommended List in the Intermediate-Term Bond category, reflecting our confidence that the fund will outperform the Barclays Capital U.S. Aggregate Bond Index over a credit cycle.

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