KOVITZ INVESTMENT Overview

Kovitz Investment Group Llc is a hedge fund that manages 3.1 BN dollars in regulatory AUM and has 50 employees, of which 23 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 12/31/15. The fund's latest filing disclosed 2BN in positions, representing 52% of the manager's regulatory AUM.

KOVITZ INVESTMENT StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

KOVITZ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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KOVITZ INVESTMENT Founders and Key Employees

Name Title In Position Since
Mitchell A. Kovitz Chairman/Chief Executive Officer July-2003
Jonathan A. Shapiro Vice President July-2003
Marc S. Brenner President, Chief Operating Officer July-2003
Bruce A. Weininger Vice President January-2005
Harold W. Gianopulos Member January-2007
Steven E. Hengst Chief Compliance Officer April-2008
Theodore J. Rupp Member, Vice President - Operations, Chief Financial Officer January-2011
Leonard S. Gryn Member January-2014
Joel D. Hirsh Member January-2014

KOVITZ INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

KOVITZ INVESTMENT Investment Strategy

KOVITZ INVESTMENT Portfolio Concentration

KOVITZ INVESTMENT Location

115 S. LASALLE ST.
27TH FLOOR
CHICAGO, Illinois
UNITED STATES, 60603

KOVITZ INVESTMENT Contact Information

Phone Number: 312-334-7300
Fax Number: 312-334-7308
Website:

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