Walnut Creek, CA, July 23, 2020—Litman Gregory Masters Funds, an affiliate of wealth management firm Litman Gregory Asset Management, is changing its name. Effective July 31, the fund family will be known as PartnerSelect Funds. The new name better represents its mission to identify and select high-quality managers from around the world to offer financial advisors, institutional clients, and individual investors unique strategies that seek to add value through active management and high active share.
“Our focus as an independent advisor is on finding managers that we believe can deliver exceptional results to clients. We chose the name because it reflects our objective to partner with distinctive managers who we believe possess a clear edge in seeking to beat an index, and to partner with sophisticated investors seeking value-added strategies unavailable anywhere else,” says Steve Savage, Litman Gregory CEO.
Announced in conjunction with the name change, the company will be launching the PartnerSelect SBH Focused Small Value Fund. The fund will be available July 31st on most trading platforms in the Institutional share class.
Introducing: PartnerSelect SBH Focused Small Value Fund (PFSVX)
This first new offering under the PartnerSelect name is a focused portfolio with a proven track record in an inefficient space. The PartnerSelect SBH Focused Small Value Fund is led by Segall Bryant & Hamill’s Mark Dickherber and Shaun Nicholson, two skilled portfolio managers who specialize in small-company value investing. What differentiates this strategy is the managers’ ability, through fundamental analysis, to identify the building blocks of higher profitability for a company before they are recognized by the market.
“Nicholson and Dickherber have demonstrated a strong desire to succeed for shareholders,” said Jack Chee, a Principal and the lead analyst on SBH at Litman Gregory. “They have committed to managing a very low overall asset level that preserves their ability to execute this strategy. For that reason, the capacity for this fund is limited. Our conviction in the SBH team as strong, committed stewards of capital and as exceptional investors is extremely high and is supported by an exceptional track record. This strategy is unique to the mutual fund market and is an exceptional example of the value PartnerSelect Funds intends to bring to the marketplace.”
Learn more about the PartnerSelect SBH Focused Small Value Fund.
About Litman Gregory
Litman Gregory, co-founded in 1987 by Ken Gregory and Craig Litman, is a nationally recognized boutique wealth management firm based in the San Francisco Bay Area.
Since its founding, Litman Gregory Asset Management has provided wealth management services with a commitment to excellent client service to individuals, multigenerational families, endowments, and foundations.
Litman Gregory advises the PartnerSelect Funds, provides Litman Gregory Portfolio Strategies on third-party asset management platforms, and publishes investment research and portfolio guidance for other investment advisors through Litman Gregory AdvisorIntelligence.
Monica Castillo, Litman Gregory Asset Management
(925) 253-5286 | firstname.lastname@example.org