ValueWalk’s Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how their fund reacted to the Dow dropping, guarding their portfolio against losing money, and their valuation checklist. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 3 here. See part 4 here. Right. Any comment about what happened this past Monday when the Dow dropped and how your fund reacted to that? Reacted basically as expected, we are running market neutral plus or…
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