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.
Core Equity
Inception Date
Core Equity
Objective
The Kovitz Core Equity Strategy seeks to achieve superior risk adjusted returns by implementing a private owner investment philosophy with a multi-year time horizon.
Get in touch for more information.
Contact Us