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.


Inception Date

September 30, 1990


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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