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Mitch Kovitz
Directeur Général chez
Kovitz Investment Group Partners LLC
Profil
Mitchell Armin Kovitz was the founder of Kovitz Investment Group LLC, founded in 2003, where the title held was Principal & Portfolio Manager from 2003 to 2016.
Mr. Kovitz is the founder of Kovitz Investment Group Partners LLC, founded in 2016, holding the titles of CEO & Co-CIO.
Current jobs include Director at CCP Interline Sidecar LLC, Director at CCP Private Holdings II LLC, and Principal at Chicago Capital Partners Management LLC.
Former job includes President at Rothschild Investment LLC from 1989 to 2003.
Education history includes a graduate degree from the University of Illinois conferred in 1987 and an undergraduate degree from Illinois Urbana Champaign University of conferred in 1986.
Postes actifs de Mitch Kovitz
| Sociétés | Poste | Début |
|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Directeur Général | 01/01/2016 |
CCP Private Holdings II LLC
 CCP Private Holdings II LLC Financial ConglomeratesFinance Operates as an early stage company | Directeur/Membre du Conseil | - |
CCP Interline Sidecar LLC
 CCP Interline Sidecar LLC Investment ManagersFinance Operates as a private equity fund | Directeur/Membre du Conseil | - |
Chicago Capital Partners Management LLC
 Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners invests in lower middle market companies located in the United States with an EBITDA of USD 2 - 10 million. The firm targets companies operating in the fields of business services, consumer products, distribution, food & beverages and niche manufacturing sectors. It provides financing in the form of equity for buyout capital requirements. The firm also acquires majority and controlling interests. | Directeur en chef des Investissements | - |
Anciens postes connus de Mitch Kovitz
| Sociétés | Poste | Fin |
|---|---|---|
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Directeur Général | 01/01/2016 |
Rothschild Investment LLC
 Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | President | 30/09/2003 |
Formation de Mitch Kovitz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
61
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Rothschild Investment LLC
Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk. | Finance |
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners invests in lower middle market companies located in the United States with an EBITDA of USD 2 - 10 million. The firm targets companies operating in the fields of business services, consumer products, distribution, food & beverages and niche manufacturing sectors. It provides financing in the form of equity for buyout capital requirements. The firm also acquires majority and controlling interests. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Finance |
CCP Interline Sidecar LLC
CCP Interline Sidecar LLC Investment ManagersFinance Operates as a private equity fund | Finance |
CCP Private Holdings II LLC
CCP Private Holdings II LLC Financial ConglomeratesFinance Operates as an early stage company | Finance |
