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Harnessing the Expertise of Skilled Fund Managers

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Published on May 30, 2012

The Litman Gregory Masters Equity Funds

Litman Gregory's Co-Founder Ken Gregory and CIO Jeremy DeGroot discuss the mandate given to the Masters Funds equity managers: Don't dilute your best ideas; only invest in 15 or fewer of your highest-conviction stocks.

The Litman Gregory Masters stock funds premise is simple but powerful:
• Hire only managers we believe to be world class
• Let them own only their highest-conviction stocks
• Use multiple managers for diversification

The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus, if available contains this and other important information about the investment company, and it may be obtained by calling 1-800-960-0188, or visiting www.mastersfunds.com. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible.

Diversification does not assure a profit nor protect against loss in a declining market.

The Litman Gregory Masters Funds are distributed by ALPS Distributors, LLC.

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