History

The firm was created to manage customized portfolios for private clients and institutions. We continue to provide client-focused, personalized money management through our Kornitzer Private Client Services (KPCS) group, and pension, corporate, and foundation separate account management through our institutional services group.

With our approach to lifetime asset management, KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement.

Over the years, based on client request or need, we formed companies and alliances to better serve specific niches.

Our Research Approach

We pride ourselves on being able to find, analyze, and critique information on the companies we invest in. We use a variety of fundamental evaluation methods while dissecting vast amounts of data, visiting companies as well as their competitors and suppliers, and writing formal research reports. Lastly, we build proprietary financial models and use multiple valuation methodologies to derive a security’s intrinsic value.

After the completion of extensive analysis the recommendation is evaluated in both informal and formal investment meetings. The security is subject to intense group scrutiny. Once all discussion is complete then the group takes action.

KCM’s commitment to research enables its investment professionals to think independently and invest with confidence for the long term, especially when short-term sentiment runs the other way. Our belief is that periods of great pessimism often generate the best investment opportunities.

Form ADVs

• Form ADV Part 1
• Firm Brochure – Form ADV Part 2A
• Brochure Supplement – Form ADV Part 2B
• Client Relationship Summary – Form ADV Part 3