Green Owl Intrinsic Value Fund
GOWLX
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- Green Owl Intrinsic Value Fund (GOWLX) is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of U.S. and foreign companies believed to be undervalued. Kovitz Investment Group Partners, LLC serves as the investment adviser, applying a disciplined, business-owner mentality with a margin-of-safety principle to select securities across various sectors, including financial services and asset management. The fund offers exposure to a diversified portfolio emphasizing intrinsic value investing to minimize downside risk while pursuing growth. Launched on January 2, 2019, the fund operates from offices associated with Kovitz Investment Group in the United States and targets individual and institutional investors seeking value-oriented equity strategies. In a significant strategic shift, GOWLX converted to the Kovitz Core Equity ETF (ticker: EQTY) on December 9, 2022, transitioning from a mutual fund structure to a more tax-efficient exchange-traded fund format while retaining its core investment philosophy and performance history. The fund does not report recent partnerships, acquisitions, funding rounds, or new product launches beyond the 2022 ETF conversion, maintaining focus on its established undervalued equity strategy amid stable operations.