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

Aug 26, 2019 Research Alliance Fixed-Income Outlook: Third Quarter 2019—Guggenheim Investments

Credit spreads could get tighter in this liquidity-driven rally, but history has shown that the potential for widening from here is much greater.

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Aug 23, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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Aug 22, 2019 Managed Futures Performing Well in 2019

Managed futures have been performing well this year. The primary explanation of what’s driving performance this year is being long rates/fixed-income.

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Aug 22, 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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Aug 21, 2019 Research Alliance Not All PEs Are Created Equal—Artisan Partners

The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.

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Aug 20, 2019 The Minutes: August 15, 2019

Notes from Litman Gregory's internal Research meeting held August 15, 2019.

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Aug 19, 2019 Research Alliance Catching the Wave: Why Secular Growth Matters—Osterweis Capital Management

In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.

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Aug 19, 2019 Research Alliance BBH Core Select and BBH Global Core Select Q2 2019 Call Replay

The Q2 2019 BBH Core Select and BBH Global Core Select Quarterly Conference call recording will be available until August 30, 2019.

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Aug 19, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Aug 16, 2019 Research Alliance Why Active Management—Baron Funds

President and COO Linda Martinson discusses the benefits of active management in an era where passive investing is gaining traction in her latest Baron Perspective piece, “Why Active Management.”

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