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

Apr 24, 2020 Research Alliance BBH Funds First Quarter 2020 Commentaries

BBH Funds' first quarter 2020 commentaries

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Apr 24, 2020 Research Alliance Osterweis Capital Management First Quarter 2020 Equity Outlook

Osterweis Capital Managment's first quarter 2020 equity outlook

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Apr 13, 2020 Research Alliance Maintaining a Long-Term Orientation Amid Heightened Volatility—Artisan Partners

Rezo Kanovich, portfolio manager for the Artisan International Small-Mid Fund, discusses the team’s steadfast commitment to its investment philosophy focused on idiosyncratically driven investments and a long-term orientation during these times of heightened volatility.

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Apr 10, 2020 Research Alliance Thoughts on Recent Market Volatility and Our Portfolio Positioning—Artisan Partners

Artisan Growth Team shares its thoughts on COVID-19, the threat of an oil price war and how it believes its portfolios’ positioning and investment process will help it weather the storm.

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Apr 08, 2020 Research Alliance Note to Clients: Where We Are Nibbling at Value—Guggenheim Investments

Allocating capital as the pandemic progresses; emerging markets may be next domino to fall.

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Apr 07, 2020 Research Alliance Navigating Volatility in Global Equity Markets—Artisan Partners

Artisan Partners Global Equity Team offers an update on how it is navigating volatility in global equity markets and why it believes the portfolios are well positioned for this environment.

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Apr 06, 2020 Research Alliance Disciplined Value Investing in Volatile Times—Artisan Partners

A discussion with Artisan Partners Global Value Team portfolio manager Daniel J. O’Keefe.

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Mar 31, 2020 Research Alliance Advisors: Why a Dividend Strategy Matters to Your Clients—Thornburg

What if the solution you need is a strategy you’ve always known?

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Mar 24, 2020 Research Alliance Gene Therapy: A Transformative Approach to Patient Care—Osterweis

Gene therapy is a revolutionary technology that addresses the root causes of genetic disorders, creating not only better patient outcomes but also compelling investment opportunities.

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Mar 20, 2020 Research Alliance Value Is a Poor Timing Tool—Guggenheim Investments

Markets often overshoot, and just because things are cheap doesn’t mean they can’t get cheaper.

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