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Thursday, July 30, 2020

A 24-Year-Old Fund Family Rebrands

Reported by Neil Anderson, Managing Editor

Near San Francisco, a 33-year-old RIA's 24-year-old mutual fund family is about to rebrand. And the team is adding another fund to that family, too.

Steve Matthew Savage
Litman Gregory Asset Management, LLC
CEO, Managing Principal
Tomorrow, Walnut Creek, California-based Litman Gregory Asset Management's [profile] Litman Gregory Masters Funds will be renamed as the PartnerSelect Funds. The funds are multi-manager, subadvised mutual funds. And, also tomorrow, the Litman Gregory team will launch the PartnerSelect SBH Focused Small Value Fund.

Steve Savage, CEO of Litman Gregory, describes the fund family's name as better representing its mission.

Our focus as an independent advisor is on finding managers that we believe can deliver exceptional results to clients," Savage states. "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."

As for the new, small-cap value fund, it will come in institutional (i.e. 12b-1-free and no-load) shares. It will be PMed by Mark Dickherber and Shaun Nicholson, principals at Segall Bryant & Hamill, the fund's subadvisor. State Street is the new fund's custodian and administrator, Alps its distributor, DST its transfer agent, Cohen & Company its accounting firm, and Paul Hastings its legal counsel.

Jack Chee, principal and lead analyst on SBH at Litman Gregory, notes that the two PMs "have committed to managing a very low asset level that preserves their ability to execute this strategy."

"For that reason, the capacity for this fund is limited," Chee states. 

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