At a Glance
  • Founded in 2003
  • Headquartered in Chicago, IL
  • Mitchell A. Kovitz, CFA, CPA, Founder and Principal, CEO, Co-Chief Investment Officer & Portfolio Manager  MORE
  • Jonathan A. Shapiro, MBA, CFA, Founder and Principal, Co-Chief Investment Officer & Portfolio Manager  MORE
  • Joel D. Hirsch, CFA, Principal, Portfolio Manager MORE

Kovitz Investment Group

Advantage. We believe applying a multiyear time horizon allows us to purchase partial ownership in above average to great businesses that have become temporarily out of favor for a reason that is short-term in nature, but that would be deemed far less important if investors owned the business in its entirety.

DOWNLOAD ABSOLUTE CAPITAL OPPORTUNITIES (CAPOX)

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FACT SHEETS

CORE EQUITY

Kovitz Investment Group (KIG), is an independently-managed, registered investment adviser, founded in 2003. KIG is dedicated to providing best-in-class investment solutions for high net worth individuals, institutions, and financial professionals. The Kovitz Investment GroupCore Equity Strategy seeks to achieve superior risk adjusted returns by implementing a private owner investment philosophy with a multi-year time horizon.

CAPITAL OPPORTUNITIES FUND

Kovitz Investment Group, the Fund’s subadviser, has a flexible approach and will vary net exposures over time. Kovitz will opportunistically use different securities to hedge or short. This contrasts sharply with many static exposure long/short equity funds.

GREEN OWL INTRINSIC VALUE FUND®

Green Owl strives to achieve superior long-term performance through the purchase of equity securities of competitively advantaged and financially strong companies at prices substantially less than our assessment of their intrinsic (business) value. As such, we do not regard ourselves as traders of stocks, but rather as part owners of tangible businesses.

Core Equity Performance

Kovitz-Core-Equity-Performance

Core Equity Performance

 

Capital Opportunities Fund Performance

Kovitz-CAPOX-Feb-2019-Peformance

 

 

Green Owl Intrinsic Value Fund

Kovitz-Intrinsic-Value-Fund-Performance

Green Owl Intrinsic Value Fund