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

Apr 26, 2017 Research Alliance Baron Discovery Fund Letter—First Quarter 2017

Baron Discovery Fund first quarter 2017 letter from portfolio managers Randolph Gwirtzman and Laird Bieger.

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Apr 25, 2017 Research Alliance Baron Asset Fund Letter—First Quarter 2017

Baron Asset Fund first quarter 2017 letter from portfolio manager Andrew Peck.

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Apr 25, 2017 Research Alliance Baron Opportunity Fund Letter—First Quarter 2017

Baron Opportunity Fund first quarter 2017 letter from portfolio manager Michael Lippert.

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Oct 03, 2017 Research Alliance How Can the Impact of Taxes Be Mitigated?—Parametric Portfolio Associates

See how a client experience from the 1990s continues to help us deliver personalized exposures and continuous tax management to clients today.

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Apr 20, 2017 Research Alliance Who You Callin' an Idiom?—Osterweis Capital Management

The financial media and many investors have been so focused on news headlines that they are missing the fact that economic growth is continuing to improve around the world.

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Jan 03, 2018 Research Alliance OppenheimerFunds Quarterly Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-A-Glance for the fourth quarter of 2017.

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Jan 19, 2017 Litman Gregory Fourth Quarter Research Q&A

Each quarter, we hold a live webinar to address questions from clients about our investment views and current strategy. Among other topics, we discussed portfolio performance and our investment discipline, the key underpinnings of our strategic positioning, the performance of alternatives in 2016, and our thoughts on commodity-related investments.

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Mar 14, 2017 Research Alliance U.S. Value Stocks—Living Up to Their Name

T. Rowe Price: From an investment style perspective, 2016 was all about value stocks convincingly outperforming their growth-oriented counterparts over the year. Early in 2017, this trend has become less clear cut, with both growth and value areas of the market sharing the limelight in driving the U.S. equity market higher.

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Feb 28, 2017 Research Alliance A Tour of Creative Destruction in the United States

Gavekal Capital: In the year 1900 New York City was home to one horse for every five people. Horses played a key role in society from transportation to manufacturing to employment.

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Mar 07, 2017 Research Alliance Hot Air Balloon Economy

Gavekal Capital: The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a hot air balloon lying on the ground preparing for take-off.

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