The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.




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Our Investment Philosophy Is Built on
Three Overarching Principles.

  • Discipline
  • Patience
  • Perspective
  • We are disciplined.

    We do not seek to predict the markets. We assess a company’s or asset's intrinsic value compared to the market price and invest accordingly. We invest side-by-side with our clients.

  • We are patient

    We believe a long-term view is essential to successful investing. Our approach allows us to base our decisions on a business’ expected value multiple years in the future rather than volatile next-quarter expectations.

  • We offer perspective

    By focusing on intrinsic value, our goal is to generate substantial gains while minimizing downside risk. We’ve reduced the process of buying and selling securities to a discipline rather than an art.

Why Invest

Our consistent and demonstrated process goes beyond Growth and Value. While we strive to maximize return, we believe that the primary and overriding investment criterion should be safety of principal with a focus on minimizing permanent loss of capital. Our long-tenured and tight-knit team invests with an ‘owner mindset’ to filter out the noise of day-to-day markets and seeks value through long-term performance. The Kovitz Core Equity ETF offers exposure to Kovitz’ flagship Core Equity strategy in a tax efficient vehicle for the Individual investor.