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

Jul 10, 2019 Research Alliance Debunking the Myths of a Model Portfolio Approach—WisdomTree

Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.

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Jun 04, 2019 Research Alliance 5-Year Anniversary—Artisan High Income Fund

Artisan High Income Fund celebrated its five-year anniversary in March 2019. Founding portfolio manager Bryan Krug reflects on the portfolio’s last five years and offers insights into the team’s differentiated approach.

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Jun 04, 2019 Research Alliance 2-Year Anniversary—Artisan Thematic Fund

The Thematic team celebrates the 2-year anniversary of its Thematic Fund.

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Jun 03, 2019 Research Alliance Small-Cap Investors: Time to Listen More Closely—WisdomTree

With the Fed officially putting further rate hikes on hold for 2019 and publicly acknowledging some softness in the global economy, it may be time asset-allocators listen more closely to Fed warnings. Matt Wagner discusses.

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May 21, 2019 Research Alliance The Small-Issuer Premium in Corporate Bonds—BBH

The size of a corporate issuer, measured by its amount of debt outstanding, affects the spread and performance of its bonds.

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Dec 31, 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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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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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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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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