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Is the due diligence process the same when hiring a stock picker for PartnerSelect Funds as it is when selecting a third-party fund Litman Gregory’s affiliates use in client portfolios?

Due Diligence and Manager Selection

While the basic due diligence process is the same, we will additionally assess the stock picker’s comfort with running a concentrated portfolio and their enthusiasm for being part of PartnerSelect Funds. Our selection criteria for hiring PartnerSelect Funds sub-advisors are the most demanding.

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