This fund primarily invests in the ownership shares of businesses, spanning both American and international markets. Kovitz Investment Group Partners, LLC, acting as the investment adviser, seeks out companies whose stock prices they believe are currently trading for less than their true worth. The adviser employs a rigorous method for selecting these investments, characterized by two key principles: approaching each potential investment with the long-term perspective of a business owner, and strictly adhering to a "margin of safety" to ensure that shares are purchased at a significant discount to their estimated intrinsic value.
