Multi-Cap Value Strategy : Portfolio Manager(s)

Thumbnail of Wallace Weitz

Wallace Weitz, CFA
Chief Investment Officer, Portfolio Manager

As the chief investment officer and founder 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 the Multi-Cap Alternative Strategy and co-manager of the Large-Cap Value, Multi-Cap Value and Small/Mid-Cap Value Strategies. 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 back 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.
Thumbnail of Bradley P. Hinton

Bradley P. Hinton, CFA
Director of Research, Portfolio Manager

As director of research, Brad values collaboration and encourages his team to work together to spot investing opportunities and seek value. Brad joined the company in 2001 as a research analyst. His experience in equity analysis, fixed income credit research and portfolio management enables him to see opportunities from multiple angles. He became sole manager of the Balanced Fund in August 2005 and also co-manages the Value Fund and Partners Value Fund. Brad holds a bachelor’s degree from the University of Nebraska-Lincoln and a master’s from Dartmouth. Prior to joining the firm, Brad was a trading associate and debt manager for ConAgra Foods, a fixed income investment manager for Principal Financial Group and a staff analyst for the Federal Reserve Bank of Kansas City. Brad has been a CFA® charterholder since 1997.