GOWLX Fund Portfolio Allocation
General Overview
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.
Sector & Industry | Financial Services / Asset Management |
IPO date | January 2, 2019 |
GOWLX Latest News
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Other Identifiers | |
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CIK | 0001437249 |
ISIN | None |
CUSIP | None |
Open | 16.09 |
Previous Close | 16.17 |
Volume | 0 |
Average Volume | 0 |
Day’s Range | 16.09 – 16.09 |
52 Week Range | 16.07-18.58 |
MA (50) | 17.655 |
MA (200) | 17.655 |
Market Cap | 80.29 Mil. |
Shares Out. | 4.99 Mil. |
Earnings Date | |
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