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

Apr 27, 2017 Research Alliance Baron Real Estate Fund Letter—First Quarter 2017

Baron Real Estate Fund first quarter 2017 letter from portfolio manager Jeffrey Kolitch.

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Apr 27, 2017 Research Alliance Baron Emerging Markets Fund Letter—First Quarter 2017

Baron Emerging Markets Fund first quarter 2017 letter from portfolio manager Michael Kass.

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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 26, 2017 Research Alliance Baron Energy and Resources Fund Letter—First Quarter 2017

Baron Energy and Resources Fund first quarter 2017 letter from portfolio manager Jamie Stone.

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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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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 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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Apr 20, 2017 First Quarter 2017 Research Call Replay

This is a replay of our first quarter 2017 Litman Gregory research team webcast, held April 20, 2017. Topics covered (among others): managed futures strategies, international asset classes and currency impacts, and a brief update on our ESG research. The presentation slides are available at the bottom of the page under Resources.

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Apr 06, 2017 First Quarter 2017 Investment Commentary

A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.

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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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