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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Dec 03, 2019 Research Alliance Europe: Finding the Bright Spots—Thornburg

Look behind the clouds for promising investment opportunities.

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Nov 25, 2019 Research Alliance BBH Monthly Commentaries—October 2019

BBH monthly commentaries for October 2019.

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Sep 10, 2019 Research Alliance A Case For International Small-Caps—Artisan Partners

Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.

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Aug 15, 2019 Research Alliance Baron Funds "International & EM Equities Update Call with Michael Kass" Replay

Michael Kass, portfolio manager of Baron International Growth Fund and Baron Emerging Markets Fund, hosted a call to discuss emerging market and international equities. The replay is now available.

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Jun 12, 2019 Research Alliance Concentration Risk: Will You Know It When You See It?—Parametric

At a certain level, an index’s overweight to a single country, sector, or security becomes a concern for all investors. Three examples from history demonstrate why concentration risk is a problem.

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May 31, 2019 Research Alliance Parametric International Equity: A Third Way of International Eqiuty Investing

The Parametric International Equity Strategy is designed to efficiently capture the long-term growth of this asset class while avoiding both the return risks of active management and the concentration risks of mainstream international equity indexes.

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Feb 14, 2019 Research Alliance Baron Funds Q4 2018 Letters

Read letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers.

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Feb 07, 2019 Research Alliance A Distinct Approach to Global Investing—Baron Funds

In this piece, Alex Umansky, portfolio manager of Baron Global Advantage Fund, discusses how he finds “big ideas”—unique, competitively advantaged companies driving or benefiting from disruptive change—in global markets.

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Feb 05, 2019 Research Alliance Understanding the Brexit Quandary—Thornburg

While investors should be cognizant of the complexities and risks around Brexit, they should be just as aware of the opportunities in select U.K.-based businesses.

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Sep 23, 2018 Research Alliance Baron Emerging Markets Third Quarter 2018 Update Call Replay

In case you missed it, a replay of the most recent update with Michael Kass is available now.

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