Jack joined Litman Gregory in 2000 and became a principal in 2011. Jack’s research responsibilities include asset class analysis on the majority of fixed-income markets as well as the equity REIT market.
He is also responsible for selecting and monitoring equity, fixed-income, and REIT money managers. Prior to joining Litman Gregory, Jack was an analyst with Value Line Mutual Fund Survey.
| Ticker | Fund Name | Net Asset ($ M)* |
|---|---|---|
| FGIRX | Litman Gregory Masters Smaller Companies Fund | $19.07 M |
| MSEFX | Litman Gregory Masters Equity Fund | $ M |
* Net Assets include for all classes