We are happy to announce that we're celebrating 20 years!
Smart Strategies
For the Road Ahead.
Kovitz has partnered with various types of institutions and developed long-term relationships with financial advisory firms that recommend our strategies for inclusion in their client portfolios.
Alternatives
Hedged Equity
Inception Date
September 1998
Objective
Kovitz Hedged Equity seeks to achieve long-term capital appreciation with a lower sensitivity to traditional financial market indices such as the S&P 500 Index.
Portfolio Managers
Accredited Investors Only. Get in touch for more information.