Core Equity Product

Objective

Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, we emphasize the preservation of capital primarily by investing in mid to large cap companies we believe to be significantly undervalued.

Approach

Kovitz Investment Group strives to achieve superior long-term performance through the purchase of equity securities of competitively advantaged and financially strong companies at prices substantially less than our assessment of their intrinsic (business) value. As such, we don't regard ourselves as traders of stocks, but rather as part owners of tangible businesses. We determine intrinsic (business) values through fundamental principles of financial statement analysis and established disciplines, which we apply consistently in all market environments.

Advantage

We believe equities purchased at prices significantly below their intrinsic worth should protect capital from significant loss and should also appreciate substantially when the market ultimately recognizes business value. Our critical research and buy discipline gives us confidence to establish concentrated portfolios where our best ideas can have meaningful impact on performance

View our most recent Fact Sheet and our history of out-performing our benchmark.