For the Road Ahead.
Smart Strategies
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.
ValuePlus
Inception Date
September 30, 1990
Objective
Kovitz ValuePlus seeks growth of capital via a broadly diversified, market-capitalization-agnostic portfolio of stocks that the manager believes are currently inexpensive in price and are trading for a significant discount relative to their three-to-five year expected valuation adjusted for risk and total return characteristics.
Portfolio Managers
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