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.

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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