Category: Investments

Litman Gregory Masters Alternative Fund

Litman Gregory Masters Alternative Fund (MASNX)* – Semi-Annual Report Review

(If you would like to read the full report, please see this LINK)

After reading through the semi-annual report, we thought we would put together a brief summary of some of the main bullet points that we believed to be relevant.

First though,...

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Virtus Investment Group Meeting

Recently, we had the team from Virtus Investment Group in our office to discuss the emerging markets opportunities fund along with some of their other offerings. Here are some of the notes from the conversation:

See emerging market equities and small- to mid-cap international stocks as the area with the...

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MFS International Conference Call

Below are some notes regarding the conference call that we conducted with the team from MFS on March 28, 2017:

Theme of Global Reflation:

Core CPI still in check, but they are beginning to see this potentially on the rise.
Decrease in the price of oil was a large contributor...

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Bank Loan / Floating Rate Update

On February 22, 2017, we had a conference call with the Virtus Asset Management Team regarding bank / floating rate loans. While our current position is held with the Columbia Floating Rate fund, we always find it is good to hear what other management teams are saying about the space....

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Virtus Global Equity Review

We had an in house meeting with the Virtus Asset Management group on February 15th, 2017. We had requested this meeting in order to discuss the ongoing transition from the previous Chief Investment Officer Rajiv Jain to Matthew Benkendorf. This transition occurred within the Virtus Emerging Market Opportunities...

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Goldman Sachs Conference Call

Here are some notes from our call with the Goldman Sachs Asset Management Team on January 31st, 2017.  The topic for this phone call was to discuss President Trump coming into office and to outline the phases of what he will need to accomplish:

Post election, the market is shifting...

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