• DoubleLine Capital: Jeffrey Gundlach – Opportunistic Income
• FPA: Steven Romick, Brian Selmo, Mark Landecker – Contrarian Opportunity
• Loomis Sayles: Matt Eagan, Kevin Kearns, Todd Vandam – Absolute-Return Fixed-Income
• Water Island Capital: John Orrico, Todd Munn,
Roger Foltynowicz, Gregg Loprete – Arbitrage
Manager allocations will typically be equally weighted, but Litman Gregory may at times choose to tactically alter managers’ allocations to take advantage of opportunities within a specific strategy or to further manage risk.
“Litman Gregory Masters Alternative Strategies Fund blends what in our view are four exceptionally talented managers who have highly specialized, complementary approaches,” said Chief Investment Officer Jeremy DeGroot. “We created the fund to offer all investors what we feel is a unique risk-aware investment vehicle that could produce income and capital appreciation, with a strong focus on capital preservation..”
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