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.

Equity

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.

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