POLEN CAPITAL CHINA GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 26th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledJuly 26th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 28th day of February, 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL INTERNATIONAL GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 26th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledJuly 26th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 28th day of February, 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL GLOBAL GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 26th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledJuly 26th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 22nd day of August, 2023 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL GLOBAL SMID COMPANY GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 16th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledMay 16th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ___ day of May, 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL EMERGING MARKETS EX-CHINA GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 16th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledMay 16th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ___ day of May, 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
IMGP SMALL COMPANY FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 29th, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledApril 29th, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 29th day of April, 2024 by and between IM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL GLOBAL GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • February 21st, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledFebruary 21st, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the day of February , 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL GLOBAL GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • February 21st, 2024 • Litman Gregory Funds Trust • Delaware
Contract Type FiledFebruary 21st, 2024 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the day of February , 2024 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
POLEN CAPITAL GLOBAL GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 22nd, 2023 • Litman Gregory Funds Trust • Delaware
Contract Type FiledAugust 22nd, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ___ day of August , 2023 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
IMGP BERKSHIRE DIVIDEND GROWTH ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 22nd, 2023 • Litman Gregory Funds Trust • Delaware
Contract Type FiledAugust 22nd, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 30th day of June, 2023 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Berkshire Asset Management, LLC (the “Sub-Advisor”).
PARTNERSELECT ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and First Pacific Advisors, LP (the “Sub-Advisor”).
PARTNERSELECT SBH FOCUSED SMALL-CAP VALUE FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of June 1 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and SEGALL BRYANT & HAMILL, LLC (the “Sub-Advisor”).
PARTNERSELECT ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT (this “Agreement”) is made as of the 1st day of June 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and DoubleLine Capital LP (the “Sub-Advisor”).
PARTNERSELECT HIGH INCOME ALTERNATIVES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • New York
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT (the ‘‘Agreement’’) is made as of the 1st day of June, 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the ‘‘Advisor’’) and Brown Brothers Harriman & Co. through its separately identifiable department known as the ‘‘BBH Mutual Fund Advisory Department’’ that is registered with the U.S. Securities and Exchange Commission (the ‘‘SEC’’) as an investment adviser as the term is defined under the Investment Advisers Act of 1940, as amended (‘‘Investment Advisers Act’’) (the “Sub-Advisor”).
PARTNERSELECT HIGH INCOME ALTERNATIVES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June, 2021 by and between Litman Gregory Fund Advisors LLC (the “Advisor”) and Neuberger Berman Investment Advisers LLC (the “Sub-Advisor”).
PARTNERSELECT ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June, 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and Water Island Capital, LLC (the “Sub-Advisor”).
PARTNERSELECT INTERNATIONAL FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and HARRIS ASSOCIATES L.P. (the “Sub-Advisor”).
PARTNERSELECT EQUITY FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and NUANCE INVESTMENTS, LLC (the “Sub-Advisor”).
PARTNERSELECT ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and Loomis, Sayles and Company, L.P. (the “Sub-Advisor”).
PARTNERSELECT INTERNATIONAL FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Litman Gregory Funds Trust • California
Contract Type FiledApril 28th, 2023 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 1st day of June 2021 by and between LITMAN GREGORY FUND ADVISORS, LLC (the “Advisor”) and LAZARD ASSET MANAGEMENT LLC (the “Sub-Advisor”).
IMGP ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 4th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledNovember 4th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 30th day of September, 2022 by and between IM Global Partner Fund Management LLC (the “Advisor”) and Dynamic Beta Investments, LLC (the “Sub-Advisor”).
IMGP GLOBAL SELECT FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 4th, 2022 • Litman Gregory Funds Trust • Delaware
Contract Type FiledNovember 4th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 21st day of July, 2022 by and between IM Global Partner Fund Management LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
IMGP GLOBAL SELECT FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 4th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledNovember 4th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the lst day of August, 2022 by and between IM Global Partner Fund Management, LLC (the “Advisor”) and Scharf Investments, LLC (the “Sub-Advisor”)(the Advisor and Sub-Advisor are each a “Party” and collectively, the “Parties”).
iMGP EQUITY FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 29th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJuly 29th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ______ day of _______, 2022 by and between iM Global Partner Fund Management, LLC (the “Advisor”) and ___________________ (the “Sub-Advisor”).
iMGP EQUITY FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 29th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJuly 29th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ______ day of _______, 2022 by and between iM Global Partner Fund Management, LLC (the “Advisor”) and ___________________ (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 20th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJanuary 20th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 20th day of September 20, 2021 by and between Litman Gregory Fund Advisors, LLC (the “Advisor”) and Dolan McEniry Capital Management, LLC (the “Sub-Advisor”).
PARTNERSELECT INTERNATIONAL FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB- ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 20th, 2022 • Litman Gregory Funds Trust • Delaware
Contract Type FiledJanuary 20th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 30th day of September, 2021 by and between Litman Gregory Fund Advisors LLC (the “Advisor”) and Polen Capital Management, LLC, (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 20th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJanuary 20th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 20th day of September, 2021 by and between Litman Gregory Fund Advisors, LLC (the “Advisor”) and Dynamic Beta investments LLC (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 20th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJanuary 20th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 20th day of September, 2021 by and between Litman Gregory Fund Advisors, LLC (the “Advisor”) and Dynamic Beta investments LLC (the “Sub-Advisor”).
IMGP RBA RESPONSIBLE GLOBAL ALLOCATION ETF LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 20th, 2022 • Litman Gregory Funds Trust • California
Contract Type FiledJanuary 20th, 2022 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the ____ day of _________, 2022 by and between iM Global Partner Fund Management LLC (the “Advisor”) and Richard Bernstein Advsiors, LLC (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 17th, 2021 • Litman Gregory Funds Trust • California
Contract Type FiledAugust 17th, 2021 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the [ ] day of [ ] 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and Dynamic Beta investments LLC (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 17th, 2021 • Litman Gregory Funds Trust • California
Contract Type FiledAugust 17th, 2021 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the [ ] day of [ ] 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and Dolan McEniry Capital Management, LLC (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST FORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 16th, 2021 • Litman Gregory Funds Trust • California
Contract Type FiledJuly 16th, 2021 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the [ ] day of [ ] 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and Dynamic Beta investments LLC (the “Sub-Advisor”).
LITMAN GREGORY FUNDS TRUST FORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 16th, 2021 • Litman Gregory Funds Trust • California
Contract Type FiledJuly 16th, 2021 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the [ ] day of [ ] 2021 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and Dolan McEniry Capital Management, LLC (the “Sub-Advisor”).
PARTNERSELECT ALTERNATIVE STRATEGIES FUND LITMAN GREGORY FUNDS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 29th, 2021 • Litman Gregory Funds Trust • California
Contract Type FiledApril 29th, 2021 Company JurisdictionTHIS INVESTMENT SUB-ADVISORY AGREEMENT is made as of the 18th day of December 2020 by and between LITMAN/GREGORY FUND ADVISORS, LLC (the “Advisor”) and DCI, LLC (the “Sub-Advisor”).