Quarterly Investment Update from Market-Thumping Kovitz Investment Management

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Jan 15, 2013
One of my favorite quarterly reads. Over 16 years since inception these folks are up 10.2% per year versus the 6.1% of the S&P 500.

In this newsletter they discuss (among other things) their new position in AIG (AIG, Financial).

Kovitz 2013 Winter Newsletter: