Small/Mid-Cap Value Strategy : Portfolio Manager(s)

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Wallace Weitz, CFA
Co-Chief Investment Officer, Portfolio Manager

As the founder and co-chief investment officer of Weitz Investment Management, Inc., Wally has spent over three decades putting his instinct for opportunity to work for shareholders. Influenced by the value investing model of Benjamin Graham and Warren Buffett, Wally aims to produce outstanding results as manager of Partners III Opportunity Fund and co-manager of Partners Value Fund and Hickory Fund. After earning a Bachelor of Arts degree in economics at Carleton College in 1970, Wally spent three years in New York doing security analysis before coming to Omaha and joining Chiles, Heider & Co. in 1973. There, he spent 10 years as an analyst and portfolio manager until he started Wallace R. Weitz & Company in 1983. Wally is on the Board of Trustees for Carleton College and serves on various other non-profit boards. He has been a CFA® charterholder since 1977.
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Andrew S. Weitz
Director of Equity Research, Portfolio Manager

Drew first came to Weitz Investment Management, Inc. in 1998, while a student at Carleton College, working in various departments including client services, operations and research. After graduating in 2002 with a bachelor’s degree in computer science, Drew moved to Chicago in 2004 where he worked as a research associate and research analyst for Ariel Investments. In 2008, Drew returned to Omaha and Weitz Investment Management as an equity research analyst. He became co-manager of Hickory Fund in December 2011 and was appointed director of equity research in April 2017 where he oversees the equity research team and process at Weitz. Drew volunteers on the advisors group for OneWorld Community Health Centers and serves on the boards of The UNION for Contemporary Art and Carleton College’s Alumni Annual Fund.