MutualFundWire.com: A Fund Gets Two New Sub-Advisors
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Wednesday, January 16, 2013

A Fund Gets Two New Sub-Advisors


Litman/Gregory Fund Advisors has hired two new sub-advisors for the Litman Gregory Masters International Fund: Lazard Asset Management and Wellington Management Company.

According to an SEC filing, each of the sub-advisors will be responsible for between 14 percent to 15 percent of the fund’s assets.

Mark Little is the lead portfolio manager responsible for managing the segment of the International Fund’s assets allocated to Lazard . Little is a managing director, portfolio manager/analyst on the International Strategic Equity portfolio-management team at Lazard.

Jean-Marc Berteaux is the portfolio manager for the segment of the International Fund’s assets allocated to Wellington Management . Berteaux is a senior vice president and Equity Portfolio Manager at Wellington..


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