Kovitz Investment Group, LLC

Asset Manager

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Gaining altitude

Per-share earnings of $1.61 topped analysts' forecasts by about 26 cents. Mitch Kovitz, CEO of Chicago-based Kovitz Investment Group LLC, saw Boeing's previous weakness as a prime opportunity to load up on its shares, which his firm hasn't owned in more ...

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Crain's Chicago Business
May 9, 2008
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing to spearhead the effort to bring YIP to Chicago was an easy decision. YIP aligns perfectly with our corporate social responsibility.

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marketwired.com
July 9, 2014
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Youth Impact Program opens at Northwestern University this week

The Northwestern YIP camp is sponsored by Benefitdecisions and received support from Capital Building Services Group, Cresa Partners Chicago, American Children's Fund, Bears Care, World Sport Chicago, Kovitz Investment Group, LLC., and individual donations.

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Examiner
July 10, 2014
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

The Youth Impact Program (YIP) along with Northwestern University kicked off its inaugural Chicago ... World Sport Chicago, Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing to spearhead ...

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Andhra News
July 10, 2014
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Kovitz Investment Group, Llc

While Kovitz Investment Group, Llc is licensed to operate in 49 states and the District of Columbia, licenses for individual advisors may vary.

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USNews
November 2, 2013
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KOVITZ INVESTMENT GROUP, LLC

7:25PM ET - Dow Jones Business News Himax Says Google Decides Not to Increase Stake 6:45PM ET - Dow Jones Business News Himax: Google Decides Not to Make Additional Investment in Display Unit 6:31PM ET - Dow Jones Business News Enter up to 25 symbols ...

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NASDAQ
June 29, 2014
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing to spearhead the effort to bring YIP to Chicago was an easy decision. YIP aligns perfectly with our corporate social responsibility.

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StreetInsider
July 9, 2014
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Huntington Asset Services Chosen To Administer Green Owl Intrinsic Value Fund

Huntington Asset Services has been chosen by Kovitz Investment Group, LLC to administer the launch of the advisor’s first mutual fund, the Green Owl Intrinsic Value Fund ... along with their success in the investment management business, makes them ...

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The Street
October 28, 2011
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Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund

Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund Huntington Asset Services has been chosen by Kovitz Investment Group, LLC to administer the launch of the advisor’s first mutual fund, the Green Owl Intrinsic Value Fund.

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Reuters
October 28, 2011
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Joel Hirsh: In equities, big and boring is best

which is part of the $1.4 billion managed by Kovitz Investment Group LLC. Mr. Hirsh's portfolio is currently 60% net long with positions in Lowe's Cos. Inc. (LOW), Wal-Mart Stores Inc. (WMT), Walgreen Co. (WAG) and Automatic Data Processing Inc. (ADP ...

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Investment News
December 5, 2009
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Chicago industrial fund purchases two properties

VK Industrial I, LP, a real estate fund managed by Venture One Real Estate, LLC and Kovitz Investment Group, LLC has closed on two industrial properties in the Chicago Market, announced Matt Goode, principal of Venture One, the Chicago based real estate ...

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RE Journals
October 24, 2010
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Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund

Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund Business Wire COLUMBUS, Ohio & INDIANAPOLIS -- October 28, 2011 Huntington Asset Services has been chosen by Kovitz Investment Group, LLC to administer the launch of the advisor ...

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Bloomberg
October 28, 2011
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PrivateBancorp will again be profitable, but who knows when?

“We see Private Bank being very well positioned going forward,” said Jon Shapiro of Kovitz Investment Group LLC, an asset management firm that holds more than 2 million shares of PrivateBancorp. Shapiro said the hiring of Richman as CEO, as well as ...

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Northwestern University
April 19, 2010
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

"The camp provides the boys with access and relationships to Northwestern University and its football program ... World Sport Chicago, Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing ...

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marketwired.com
July 9, 2014
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Company Overview of Kovitz Investment Group, LLC

Kovitz Investment Group, LLC is an employee owned investment manager. The firm provides its services to high net worth individuals, individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment ...

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Bloomberg
January 31, 2015
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Lockheed Martin: Exec Insider and Fund Stock Sales in Third Quarter

Insiders are generally long-term investors due to restriction in making short-term profits. In contrast, wealth management institutions always have short-term investment. Wall St. Watchdog reveals information regarding the insiders and institutions which ...

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Wall St. Cheat Sheet
December 13, 2011
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Company Overview of Trust For Professional Managers - Aurora Horizons Fund

Kovitz Investment Group, LLC, MPAM Credit Trading Partners L.P., Achievement Asset Management LLC, and York Registered Holdings, L.P. It invests in public equity and fixed income markets across the globe. The fund is a multi-strategy, multi-manager fund ...

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Bloomberg
February 14, 2015
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Wall Street’s Wealth Machine Is Broken

Bruce Weininger of Kovitz Investment Group, an independent Chicago-based investment management firm, tells why Wall Street’s money managers failed their biggest test. The wealth management practices of the Wall Street firms and big banks are broken ...

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The Money Show
March 4, 2009
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Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund

Huntington Asset Services has been chosen by Kovitz Investment Group, LLC to administer the launch of the advisor’s first mutual fund, the Green Owl Intrinsic Value Fund. Huntington Asset Services’ Valued Advisers Trust will provide back-office support ...

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Finanzen
October 27, 2011
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Key Executives for Kovitz Investment Group, LLC

Mitchell Armin Kovitz CFA, CPA 11 Relationships Founder, Chief Executive Officer, and Principal-- Marc Stuart Brenner J.D., CPA No Relationships Founder, President, Principal, and Chief Operating Officer-- Jonathan Ari Shapiro CFA No Relationships Founder ...

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Bloomberg
March 8, 2015
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Green Owl Intrinsic Value

In 2003, Mr. Kovitz and his partners founded Kovitz Investment Group, LLC to continue providing asset management services and solutions to high net worth individuals and institutions. Mr. Kovitz graduated from the University of Illinois at Urbana-Champaign ...

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Yahoo Finance
February 26, 2015
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Marc Stuart Brenner J.D., CPA

Mr. Marc Stuart Brenner, JD, CPA, is a Founder, President, Principal, and Chief Operating Officer at Kovitz Investment Group, LLC. He co-founded the firm in October 2003. Mr. Brenner serves his clients in addition to directing many functions of the firm ...

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Bloomberg
April 6, 2015
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Coca-Cola Popular Amongst Latest 13F Filers

Worth noting is that Aldebaran Financial Inc., Arrowgrass Capital Partners US LP, Ellington Management Group LLC, Edgestream Partners L.P., and Two Sigma Investments LLC, included in this recent batch of 13F filers, exited KO common stock as of 06/30/2014.

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Forbes
August 18, 2014
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Company Overview of Kovitz Investment Group, LLC

Kovitz Investment Group, LLC is an employee owned investment manager. The firm provides its services to high net worth individuals, individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment ...

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Bloomberg
May 22, 2015
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Green Owl Intrinsic Value

In October 2003, Mr. Shapiro and his partners founded Kovitz Investment Group, LLC to continue providing asset management services and solutions to high net worth individuals and nstitutions. Mr. Shapiro has been previously employed as an Analyst at Vector ...

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Yahoo Finance
May 29, 2015
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Intel Popular Amongst Latest 13F Filers

At Holdings Channel, we have reviewed the latest batch of the 74 most recent 13F filings for the 03/31/2015 reporting period, and noticed that Intel Corp (NASD: INTC) was held by 23 of these funds. When hedge fund managers appear to be thinking alike, we ...

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Forbes
May 18, 2015
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Kovitz Investment Group, LLC® Chooses Advent Portfolio Exchange® for Integrated Portfolio Management

Investment Advisor Implements Single Source Portfolio Management and Customer Relationship Management (CRM) Solution to Enhance Customer Service Advent Software, Inc. (NASDAQ: ADVS), the leading provider of software and solutions for the investment ...

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Bobs Guide
March 4, 2007
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Next wave of investing opportunities? ‘Boring’ companies

which is part of the $1.4 billion managed by Kovitz Investment Group LLC. Mr. Hirsch’s portfolio is currently 60% net long with positions in businesses such as Lowe’s Cos.Inc. (LOW), Wal-Mart Stores Inc. (WMT), Walgreen Co. (WAG) and Automatic Data Pro ...

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Investment News
November 29, 2009
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Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund

COLUMBUS, Ohio & INDIANAPOLIS--(BUSINESS WIRE)--Huntington Asset Services has been chosen by Kovitz Investment Group, LLC to administer the launch of the advisor’s first mutual fund, the Green Owl Intrinsic ... in the investment management business ...

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Business Wire
October 28, 2011
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing to spearhead the effort to bring YIP to Chicago was an easy decision. YIP aligns perfectly with our corporate social responsibility.

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Finanznachrichten
July 9, 2014
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Biglari Holdings: Undervalued at $430 per share

5.1 Outlook Over the long-term the company will continued to grow its intrinsic value per share. Base on the compensation setup for Mr. Biglari the high the return on book value the more he will make up to $10 million. Book value growth has average between ...

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Guru Focus
July 31, 2014
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Why the Independent Model Will Continue to Thrive

Not too long ago, a senior wealth management executive from a large bank in Chicago was quoted telling InvestmentNews that “the trusted advisor is being replaced by an institution.” We love reading things like this because it tells us that the big ...

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Think Advisor
April 24, 2012
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Buffalo Grove chamber official wins coveted award

Meyer talked about the time when she had just taken the helm of the Barrington Area Chamber of Commerce and received a call from a veteran chamber official just 10 miles away. Meyer described this woman as the glue that held her group together, spearheaded ...

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Daily Herald
November 14, 2011
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Procter & Gamble Popular Amongst Latest 13F Filers

At Holdings Channel, we have reviewed the latest batch of the 140 most recent 13F filings for the 12/31/2014 reporting period, and noticed that Procter & Gamble Co. (PG) was held by 46 of these funds. When hedge fund managers appear to be thinking alike ...

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The Street
February 17, 2015
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2012 Trades Dinners

On behalf of the Trades, Industries & Professions Division (TIP) we thank all of the 2012 dinner committee members, attendees, and sponsors! The following corporations, individuals and firms provided underwriting to the 2012 TIP Dinner Season, allowing ...

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Jewish United Fund
May 15, 2015
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

"The camp provides the boys with access and relationships to Northwestern University and its football program ... World Sport Chicago, Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing ...

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Yahoo Finance
July 9, 2014
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Helping to Reduce Youth Violence in Chicago, Northwestern University and Youth Impact Program Camp Opens

Kovitz Investment Group, LLC., and individual donations. Mark Matuscak, CEO of Benefitdecisions, said, "Choosing to spearhead the effort to bring YIP to Chicago was an easy decision. YIP aligns perfectly with our corporate social responsibility.

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Reuters
July 9, 2014
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