16.09
-0.08(-0.49%)
Currency In USD
Address
Valued Advisers Trust (Kovitz)
Phone
888-695-3729
Website
N/A
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
January 02, 2019
The fund invests primarily in equity securities of U.S. and foreign companies. Kovitz Investment Group Partners, LLC generally selects equity securities of companies believed by the Adviser to be undervalued. The Adviser applies a disciplined approach to equity selection, which is based on adopting a business owner mentality while adhering to a "margin of safety" principle in order to determine if a security is undervalued.