Joel Hirsh
Co-Chief Investment Officer at Kovitz Investment Group Partners, LLC
About
Joel Hirsh is Principal and Co-Chief Investment Officer at Kovitz Investment Group in Chicago, where he oversees the firm's equity research process and portfolio construction for their Core Equity and Hedged Equity strategies. In addition to leading investment strategy, he serves as a voting portfolio manager and plays a key role in developing the firm's long-term strategic planning, including its institutional and family office business lines.
His investment focus is on U.S. equities, applying a fundamental, value-based approach inspired by Benjamin Graham and Warren Buffett. Joel directs the selection and management of concentrated, high-quality equity portfolios, particularly within Core Equity and Hedged Equity products, and he leverages options as part of risk management for the firm's hedged strategies.
Joel joined Kovitz in 2006 after working as an equity research analyst at KeyBanc Capital Markets, where he specialized in basic materials. He holds a BA in Economics from the University of Michigan and is a CFA Charterholder, with published work in industry outlets such as CFA Magazine and features in Bloomberg, the Chicago Sun-Times, and Value Investor Insight.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz | Co-Chief Investment Officer | Jun 2020 to Present | — |
| Kovitz Investment Group, LLC | Portfolio Manager | Jun 2006 to Jun 2020 | — |
| KeyBanc Capital Markets | Analyst | May 2004 to May 2006 | — |
Education
University of Michigan
BS, Economics
2000 — 2004
Skills & Expertise
Others at Kovitz Investment Group Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
| Trading Analyst | Chicago, IL , United States | |
| Principal | Chicago, IL , United States | |
D Dan Murphy | Principal and Portfolio Manager, Kovitz, Madison-WI | Madison, WI , United States |
| Principal, Portfolio Manager | Aliso Viejo, CA , United States | |
J Jason Petitte | Principal, Senior Research Analyst | Chicago, IL , United States |
J Jonathan Shapiro | Principal | Chicago, IL , United States |
| Portfolio Manager | Lake Forest, IL , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Client Portfolio Manager | Highland Park, IL , United States | |
C Christopher Quigley | Senior Research Analyst | Aliso Viejo, CA , United States |