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.
Small-Mid Dividend Value
Inception Date
March 31, 2013
Objective
Kovitz Small-Mid Dividend Value seeks growth of capital via investment in dividend-paying companies with market capitalizations generally below $20 billion.
Portfolio Managers
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