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Is the due diligence process the same when hiring a stock picker for Masters Select as it is when selecting a third-party fund Litman/Gregorys affiliates use in client portfolios?

April 26, 2017diligence fund hiring masters picker process select selecting stock third-party

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Is the due diligence process the same when hiring a stock picker for Masters Select as it is when selecting a third-party fund Litman/Gregorys affiliates use in client portfolios?

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While the basic due diligence process is the same, we will additionally assess the stock pickers comfort with running a concentrated portfolio and their enthusiasm for being part of Masters Select. Our selection criteria for hiring Masters Select sub-advisors are the most demanding.