Masters' Select Equity Masters' Select International Masters' Select Value Masters' Select Smaller Companies Masters' Select Focused Opportunities Investor Resources For Advisors Only
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Date: 06/28/08
Event:

7th Annual Breakfast with the Masters’ Panel Event

Bob Turner
Turner Investment Partners

 

Peter Langerman
Franklin Mutual Advisers

 

Jeremy DeGroot
Litman/Gregory

 

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. 

The panel discussed topics such as the attractiveness of the U.S. equity market, the housing crisis, the impact of energy and commodity prices on the market and the manager’s current approach to managing their respective Masters' Select portfolios.

Call Length: 45:49 minutes

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Mutual fund investing involves risks. Loss of principal is possible.

Bob Turner is a portfolio manager for the Masters’ Select Equity Fund and Peter Langerman is a portfolio manager for the Value Fund and the Focused Opportunities Fund. The information provided herein represents the opinions of Bob Turner and/or Peter Langerman and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

References to other mutual funds should not to be interpreted as an offer of these securities.

Masters’ Select Value Fund is a non-diversified fund, which means that it may concentrate more of its assets in fewer individual holdings than a diversified fund. Though primarily an equity fund, the fund may invest a portion of its assets in securities of distressed companies. Debt obligations of distressed companies typically are unrated, lower rated, in default or close to default and may become worthless. Though not an international fund, the fund may invest in foreign securities. Investing in foreign securities exposes investors to economic, political and market risks and fluctuations in foreign currencies. Though not a small-cap fund, the fund may invest in the securities of small companies. Small-company investing subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies.

Masters’ Select Focused Opportunities Fund is a non-diversified fund, which means that it may concentrate more of its assets in fewer individual holdings than a diversified fund.

To view the Masters’ Select Equity Fund most recent portfolio holdings, please click here. To view the Masters’ Select Value Fund most recent portfolio holdings, please click here. To view the Masters’ Select Focused Opportunities Fund most recent portfolio holdings, please click here. Fund holdings and sector allocations are subject to change at any time and are not recommendations to buy or sell any security.

For industry terms and definitions, click here.

Masters’ Select Funds are distributed by Quasar Distributors LLC.



Important Legal Disclosure