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Kovitz Core Equity ETF

EQTY is a narrow, core equity portfolio of companies believed by the adviser to be high quality and undervalued. The actively managed fund invests in large- and mid-cap companies around the globe.

Chicago-based Investment Advisory and Wealth Management Firm Converts Mutual Funds CHICAGO , Dec. 12, 2022 /PRNewswire/ -- Kovitz Investment Group Partners, LLC ("Kovitz"), an independently-managed investment advisory and value-oriented wealth management firm based in Chicago, is pleased to announce the launch of a new actively managed exchange-traded fund, Kovitz Core Equity ETF (NYSE Arca: EQTY).  As part of today's launch, Kovitz converted its existing mutual funds – Green Owl Intrinsic Value Fund (GOWLX) and Marathon Value Portfolio (MVPFX) – into the new ETF along with over $500 million of assets from separately managed accounts.

Kovitz Launches Active ETF

News for Kovitz Core Equity ETF ETF (EQTY)