Masters' Select Annual Manager Panel with Amit Wadhwaney and Dennis Bryan and Rikard Ekstrand
The 8th annual manager panel event featured Amit Wadhwaney from Third Avenue and Dennis Bryan and Rikard Ekstrand from FPA Capital. The panel was moderated by Litman/Gregory Fund Advisors’ Director of Marketing Kipp Kjeldgaard. listen to event
Event Length: 51:18 minutes
Date:
04/28/09
Event:
Masters’ Select Conference Call with Bill Fries and Michael Sramek
The conference call featured Bill Fries and Vinson Walden, sub-advisors for the Masters’ Select International Fund, and Michael Sramek, a sub-advisor for the Masters’ Select Equity and Focused Opportunities Funds. Litman/Gregory’s CIO Jeremy DeGroot provided an update on the Masters’ Select Funds and discussed how sub-advisors are sticking to their investment process while adjusting their assumptions given the severity of the current market environment. listen to event
Event Length: 49:28 minutes
Date:
11/19/08
Event:
Conference Call with Clyde McGregor
Harris Associates’ Clyde McGregor was recently added as a sub-advisor to the Masters’ Select Equity and Value Funds. He was joined by Litman/Gregory’s CIO Jeremy DeGroot for a discussion of his investment philosophy and process as well as our rationale behind the change. listen to event
Event Length: 59:16 minutes
Date:
06/28/08
Event:
Masters' Select Litman/Gregory Panel with Bob Turner and Peter Langerman
The 7th annual manager panel event featured Bob Turner from Turner Investment Partners and Peter Langerman from Franklin Mutual Advisors and was moderated by Litman/Gregory’s CIO Jeremy DeGroot. listen to event
Event Length: 45:49 minutes
Date:
04/29/08
Event:
Conference Call with Sands Capital
Sands Capital Management was added as a sub-advisor to the Masters’ Select Equity Fund and the Masters’ Select Focused Opportunities Fund in April 2008. Litman/Gregory’s Jeremy DeGroot discusses our rationale for making changes to the manager line-up and queries Sands Capital’s Frank Sands Jr. and Michael Sramek about their investment philosophy and process.
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Event Length: 60:10 minutes
Date:
10/23/2007
Event:
Masters’ Select International Fund Conference Call
Northern Cross, LLC was added as a sub-advisor to the Masters’ Select International Fund in October 2007. Litman/Gregory’s Jeremy DeGroot discusses Northern Cross’s investment philosophy and process with portfolio managers Jean-Francois Ducrest and James LaTorre.
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Event Length: 51:04 minutes
Date:
6/28/07
Event:
Masters’ Select Litman/Gregory Panel with Bill Nygren and Bob Rodriguez
The 6th annual manager panel topic featured Bill Nygren from Oakmark and Bob Rodriguez from FPA Capital and was moderated by Litman/Gregory’s co-CIO Jeremy DeGroot. The panel discussed topics such as the attractiveness of the U.S. equity market, energy stocks, concerns over the sub-prime market and their current approach to managing their respective Masters’ Select portfolios. listen to event
Event Length: 63:41 minutes
Date:
6/19/07
Topic:
Masters’ Select Smaller Companies Fund Conference Call
Reed Conner & Birdwell (RCB) was added as a sub-advisor to the Masters’ Select Smaller Companies Fund in June 2007. Listen to Jeff Bronchick, portfolio manager, and Litman/Gregory’s Ken Gregory and Jeremy DeGroot, discuss RCB’s investment philosophy and process as well as a general update on the Masters’ Select Funds. listen to event
Event Length: 48:37 minutes
Date:
6/21/05
Event:
Litman/Gregory Panel Event with Bill Fries & Amit Wadhwaney
Topic:
Are
Markets Mostly Efficient And If So, What Does It Take
To Beat Them?
Bill Fries of Thornburg Investment Management
and Amit Wadhwaney of Third Avenue Management joined Jeremy
DeGroot, co-CIO at Litman/Gregory for our fourth annual
Masters’ Select
manager panel. The event took place June 21, 2005, and
was timed to coincide with Morningstar’s annual conference
in Chicago. In addition to the subject, “Are
Markets Mostly Efficient And If So, What Does It Take To
Beat Them?” the panel discussed aspects of the managers’ investment
processes and their opinions on the attractiveness of foreign
versus domestic equities.
listen
to event
Event Length: 1:07:00
minutes
Date:
3/24/05
Topic:
Masters’ Select International
Fund Conference Call –
Manager Changes
During the first quarter of 2005
Amit Wadhwaney of Third Avenue Management, LLC and Jim
Gendelman of Marsico Capital Management, LLC were added
as sub-advisors to Masters' Select International Fund
while Mark Yockey of Artisan Partners and Dan Jaworski
of BPI Global Asset Management were removed. Ken Gregory,
President and Jeremy DeGroot, Partner and Co-Chief Investment
Officer, discuss these changes. listen
to call
Call Length: 1:11:21
minutes
Date:
7/7/04
Topic:
Masters’ Select Smaller
Companies Fund Conference Call
Bill D’Alonzo of Friess Associates and Ken Gregory, President and CIO of Litman/Gregory Fund Advisors discuss the funds’ multi-manager structure, investment process and portfolio attributes. Additionally, D’Alonzo reviews his investment philosophy and process as it relates specifically to the Masters’ Select Smaller Companies Fund and comments on a few positions in his portfolio. listen to call
Call
Length: 1:02:54 minutes
Date:
6/24/04
Topic:
Chris Davis & Bob Rodriguez Panel Event Video
Chris Davis of Davis Advisors, Bob Rodriguez of FPA and Jeremy DeGroot of Litman/Gregory participated in the third annual Litman/Gregory panel. The event took place June 24, 2004, and was timed to coincide with Morningstar’s annual conference in Chicago. watch the panel
