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

Feb 13, 2020 Research Alliance Value in Tech Stocks—Artisan Partners

Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.

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Feb 12, 2020 Research Alliance An Emerging Markets Strategy That’s Always in Style—Thornburg

In EM, balance your style and let promising stocks lead the way.

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Feb 11, 2020 Research Alliance Osterweis Strategic Income Fund Q4 2019 Advisor Teleconference—REPLAY

If you missed the Osterweis Strategic Income Fund quarterly update teleconference, you can listen to the replay.

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Feb 11, 2020 Research Alliance Osterweis Fund and Osterweis Strategic Investment Fund Q4 2019 Advisor Webinar—REPLAY

If you missed the Osterweis Fund and Osterweis Strategic Investment Fund quarterly update webinar, you can listen to the replay.

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Feb 11, 2020 Research Alliance Prognosticating China’s Coronavirus-Struck Markets—Thornburg

If the novel coronavirus’s spread hurts some industries, others are positioned to benefit from the fallout. Examining the short- and long-term implications of the virus’s effect on global supply chains.

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Feb 05, 2020 Research Alliance 5 Ways to Build Your Business This Year—Thornburg

Better ways to connect with Millennials to boost your practice.

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Feb 04, 2020 Research Alliance Yet Another Year of Bullish Emerging Markets Calls?—Thornburg

Exogenous factors often knock well-positioned markets temporarily off track, sometimes repeatedly. But dislocated share prices ultimately re-align with business fundamentals, earnings growth and attractive valuations.

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Jan 28, 2020 Research Alliance Headwinds Are Blowing, But the Ship Sails Onward—Osterweis Capital Management

We believe that any volatility in interest rates will be observed in longer maturities, as the Fed will likely keep short term interest rates anchored.

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Jan 27, 2020 Just Markets—A Conversation with DoubleLine's Jeffrey Gundlach

At our Investment Forum, held November 14, 2019, Litman Gregory chief investment officer Jeremy DeGroot interviewed DoubleLine CEO and chief investment officer Jeffrey Gundlach. Their conversation touched on DoubleLine's investing approach, recession risk, interest rates, inverted yield curves, and even the prospect of generational warfare.

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Jan 27, 2020 Research Alliance Are We There Yet?—Osterweis Capital Management

We continue to focus on delivering strong risk-adjusted returns and remaining deliberate in our process, preferring to wait for fatter pitches before raising our risk profile.

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