Call Replays
Conference Call with Jeffrey Gundlach and Jeremy DeGroot — 4/19/2012
Jeffrey Gundlach of DoubleLine Capital joined Litman Gregory's CIO Jeremy DeGroot on 4/19 to discuss his sleeve of the Alternative Strategies Fund, as well as his assessment of current investment opportunities and risks.
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Litman Gregory Masters Funds Quarterly Call — 4th Quarter 2011
Jeremy DeGroot, along with fellow members of the Litman Gregory research team, hosted this call on February 10, 2012. Topics included manager and stock updates for the International, Equity, Smaller Companies, and Alternative Strategies funds.
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John Orrico and Jeremy DeGroot Discuss Water Island Capital’s Arbitrage sleeve of the Litman Gregory Alternative Strategies Fund — 1/26/2012
This replay provides an opportunity to hear from John Orrico, who runs the Arbitrage sleeve of the Alternative Strategies Fund, and to learn more about Litman Gregory’s investment approach and performance objectives for the Alternative Strategies Fund.
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Litman Gregory Alternative Strategies Fund Conference Call Replay — 12/8/2011
Matt Eagan of Loomis Sayles joins Litman Gregory CIO Jeremy DeGroot to discuss the Loomis Sayles Absolute-Return Fixed-Income sleeve of the Alternative Strategies Fund. In addition, Jeremy provides an overview of the fund's investment approach and performance objectives and a brief snapshot of the other sub-advisors on the team.
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Jeremy DeGroot Discusses the Litman Gregory Masters Alternative Strategy Fund with sub-advisors Steven Romick and Jeffrey Gundlach — 11/16/2011
On November 16, Steven Romick and Jeffrey Gundlach joined Jeremy DeGroot to discuss this new fund. The discussion included the following topics:
- An overview of the fund including its investment objectives, risk profile, and potential role in an overall portfolio
- Details on Romick's and Gundlach's strategies within the fund
- Litman Gregory's role in this new fund including manager due diligence and strategy allocation decisions
- What makes the fund different
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Litman Gregory Alternative Strategies Fund Conference Call Replay — 10/20/2011
This October 20 call was hosted by fund manager and Litman Gregory CIO Jeremy DeGroot. Steven Romick, one of the fund's four sub-advisors, joined him to discuss his sleeve of the fund in which he employs the Contrarian Opportunity Strategy. The call also included an overview of the fund, a discussion of the benefits of the fund's multi-manager format and the flexibility it can offer, Litman Gregory's role in this new fund, and what makes the fund different. We also addressed audience questions.
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Litman Gregory Masters Funds Research Conference Call, 2nd Quarter 2011
Listen to the replay of our July 27 conference call which included a discussion of the International, Equity, and Smaller Companies funds, as well as an update on recent interactions with the fund managers. Hear Litman Gregory Senior Research Analyst Jack Chee explain Litman Gregory's on-going manager due diligence process.
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Litman Gregory Masters Funds 10th Annual Panel Event Replay
Listen to the replay of our June 9, 2011 Litman Gregory Masters Funds panel event, with Jim Gendelman of Marsico Capital Management and Jean-Francois Ducrest of Northern Cross, LLC. The managers discussed their approach to running a concentrated portfolio, outlined the factors that play into their decision-making process when putting together a portfolio of their highest-conviction stocks, and highlighted different ways to capitalize on opportunities across various markets.
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Litman Gregory Masters Funds Research Conference Call, 4th Quarter 2010
On February 3, 2011, Litman Gregory's Chief Investment Officer Jeremy DeGroot hosted the Litman Gregory Masters Funds Quarterly Call, along with Litman Gregory Senior Research Analysts Jack Chee and Rajat Jain, and Research Analyst Melissa Wedel. The team provided portfolio updates on the International and Equity funds, as well as details from recent portfolio manager due diligence.
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Litman Gregory Masters Funds Research Conference Call, 3rd Quarter 2010
The Litman Gregory Masters Funds team held a conference call on November 4, 2010. Litman Gregory's Chief Investment Officer Jeremy DeGroot hosted the call, along with Litman Gregory Senior Research Analysts Jack Chee, Rajat Jain, and Melissa Wedel. The team provided portfolio updates on each of the funds, as well as details from recent portfolio manager due diligence.
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9th Annual Litman Gregory Masters Manager Panel
Listen to the replay of our June 24, 2010 Litman Gregory Masters Manager Panel, during which panelists David Herro and Mike Sramek joined Litman Gregory's Chief Investment Officer Jeremy DeGroot for a broad discussion of their investment views and their Litman Gregory Masters portfolios.
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Listen to individual portions of the call by clicking the 'Listen' button associated with each question. |
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| An overview of the Litman Gregory Masters concept and inception. | LISTEN |
| Herro and Sramek's opinion of the four or five most critical attributes of a successful investor or stock picker. | LISTEN |
| Why do you think managers go through performance slumps and how should investors respond to periods of underperformance in order to improve their long-term realized returns? | LISTEN |
| How do macroeconomic factors influence your decisions? | LISTEN |
| What is your process for narrowing down the names from your broader portfolios or your broader universe of ideas to your Litman Gregory Masters Funds? | LISTEN |
| Are you finding opportunities in Europe right now? | LISTEN |
| When you have a market like we did in 2008 and 2002 when just everything goes down because of nothing that a company's doing wrong is there anything you do to protect your investors? | LISTEN |
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Barclay’s Aggregate Bond Index:
The Barclays Aggregate Bond Index is a market capitalization-weighted index, meaning the securities in the index are weighted according to the market size of each bond type. Most U.S. traded investment grade bonds are represented. The index includes US Treasury Securities (non TIPS), Government agency bonds, Mortgage backed bonds, Corporate bonds, and a small amount of foreign bonds traded in U.S.
Markit CDX North American High Yield Index:
The Markit CDX North American High Yield Index is a tradeable credit default swap index containing 100 names, and is accepted as a key benchmark of the overall market credit risk.
In determining who will be awarded the title of Morningstar Fixed-Income Manager of the Year, Morningstar analysts focus on calendar year returns when nominating and voting on managers. However, they also consider other factors, including long-term results. They also look for standout managers with durable strategies who have a proven ability to create long-term value for shareholders, who keep costs down and communicate with shareholders about both their defeats and victories.
While the Morningstar Managers of the Decade award focuses on performance over the past decade, Morningstar takes into consideration other factors, including the fund manager’s strategy, approach to risk, size of the fund, and stewardship. Both individual fund managers and management teams are eligible, and being a previous winner of the Morningstar Fund Manager of the Year award is not a prerequisite. Morningstar’s fund analysts will select the Fund Manager of the Decade award winners based on Morningstar’s proprietary research and in-depth evaluation.
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