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Wallace Weitz, CFA
Chief Investment Officer, Portfolio Manager

As the chief investment officer and founder of Weitz Investments, 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 has steadily produced outstanding results on the funds that he’s managed. He manages the Partners III Opportunity Fund and co-manages Value Fund, Partners Value Fund and Hickory Fund.

Wally discovered Benjamin Graham’s concept of value investing in high school. Already an investor (he made his first stock buy at the age of 12), he recognized a common-sense approach when he saw it. After earning a BA 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 has made a career out of his favorite hobby, investing. When he’s not doing that, he loves to golf, travel, read and work with charitable and educational foundations. Wally is on the Board of Trustees for Carleton College and serves on various other non-profit boards.
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Bradley P. Hinton, CFA
Director of Research, Portfolio Manager

Brad may be Director of Research, but he’s the type of leader who values collaboration. His focus is encouraging the investment team to work together to make a meaningful difference in our clients’ lives.

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 Value Fund and Partners Value Fund. Brad holds a bachelor’s degree from the University of Nebraska and a master’s from Dartmouth, but he never stops learning. Brad enjoys the intellectual stimulation of working with other talented, passionate colleagues at Weitz Investments.

Brad serves the community by volunteering for youth baseball and other sports. The parents of three great kids, Brad and his wife Christie are also big College World Series fans. Their attendance streak of at least one game per season is at 23 years and counting.
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Thomas D. Carney, CFA
Portfolio Manager

Tom’s conservative instinct makes him a perfect candidate to manage our fixed income portfolios; whose first objective is preservation of capital. Tom is the portfolio manager of the Nebraska Tax-Free Income Fund and Short Duration Income Fund and co-manager of the Core Plus Income Fund and Ultra Short Government Fund.

Tom began his investment career in 1982 at Chiles, Heider & Co., Inc., a regional brokerage firm in Omaha, where he held several positions. In 1986, he became a municipal securities professional with Smith Barney in Omaha. Four years later, he completed his BS in finance at the University of Nebraska at Omaha. He joined Weitz Investments in 1995. Tom has been a CFA® charterholder since 1999 and was the president of the CFA Society of Nebraska from 2005-2006.
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Andrew S. Weitz
Research Analyst, Portfolio Manager

A naturally curious person, Drew thrives in researching, because he gets to learn about many different businesses and how they fit into a very dynamic world…and into our portfolios.

Drew first came to Weitz Investments when he was a student studying computer science at Carleton College. He worked in client services, research and operations – excellent training ground for his current role of portfolio co-manager of the Hickory Fund. After graduating in 2002, he worked as a research associate and research analyst for Ariel Investments.

Drew volunteers on the advisors group for OneWorld Community Health Centers and serves on the board of The UNION for Contemporary Art. On his own time, he golfs, plays guitar and runs, but his favorite hobby is whatever his kids are interested in.
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David A. Perkins, CFA
Research Analyst, Portfolio Manager

There’s nothing Dave likes better than a challenge. In his role, he gets plenty of them at Weitz Investments. He has been portfolio co-manager for the Weitz Value Fund since December 2011.

Dave enjoys the ongoing challenge of finding new investment opportunities for our clients, and he thrives amid the camaraderie of the Weitz Investments team. Before joining the company in 2004, Dave honed his analytical skills at McCarthy Group Asset Management. He has a Bachelor of Science degree in business systems from Taylor University in Upland, Ind.

Dave and his wife, Courtney, have three children. He enjoys running, playing recreational basketball and traveling. Dave also makes time for reading and stays involved with his church.
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Nolan P. Anderson
Research Analyst, Portfolio Manager

As one of our research analysts, Nolan spends his days digging out all the relevant facts that tell us which companies are promising opportunities – and which ones aren’t. Nolan is also a co-portfolio manager of the Core Plus Income Fund and Ultra Short Government Fund.

Nolan joined the company in November 2011 and co-manages the Core Plus Income Fund and Ultra Short Government Fund. He has found that the friendly Weitz atmosphere makes his job more fun and enjoyable. Previously, he performed financial modeling and due diligence on leveraged buyout transactions for Wells Fargo Bank in San Francisco. From 2004-2007 he worked as a commercial real estate research analyst for Woodmen of the World Life Insurance Society in Omaha. He holds a bachelor’s degree in real estate and land use economics and a master’s in business administration from the University of Nebraska at Omaha.

Nolan is an avid reader, focusing on history, psychology and behavioral economics. He also plays golf, and once spent four months traveling through 16 countries in Europe, the Middle East and Southeast Asia.
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Jonathan A. Baker, CFA
Research Analyst, Portfolio Manager

Jon thrives under the freedom that he has been given to pursue the right course of action for Weitz Investments shareholders. The Weitz Way of investing is just Jon’s natural way of doing business.

He has co-managed the Research Fund since its Inception and of the predecessor Research Partnership since April 2005. Before he became an equity analyst for Weitz Investments in 1997, Jon audited equity funds as a certified public accountant. He holds a bachelor’s degree in accounting and computer applications from the University of Notre Dame. Above all, he appreciates the “license to learn” that Weitz employees are granted.

Jon enjoys spending time with friends, traveling and golf.
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Barton B. Hooper, CFA
Research Analyst, Portfolio Manager

Barton arrived at Weitz Investments in 2007 with a passion for investing, intellectual honesty and critical thinking. His work as a research analyst gives him the opportunity to explore different companies and industries on a daily basis.

When it comes to investing, Barton’s philosophy is marked by a penchant for challenging the status quo, a characteristic that makes him a perfect fit for the Weitz Way of investing. He currently co-manages the Research Fund and has since 2008. His background includes working as a research analyst at Oak Value Capital Management (Durham, N.C.) and Trilogy Capital Management (Kansas City, Mo.). He also spent several years as a mergers and acquisitions investment banker and CPA after graduating from the University of Missouri with a bachelor’s degree in accounting, and Washington University with a master’s degree in finance.

A family man, Barton spends his weekends at his children's activities. He enjoys studying history and philosophy in his spare time.
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Nathan F. Ritz, CFA
Research Analyst, Portfolio Manager

Nathan wouldn’t necessarily call himself a devil’s advocate, but he certainly appreciates the way independent thinking is valued at Weitz Investments. It’s a great way to identify unique opportunities for our clients.

He has been a co-manager of the Research Fund since December 2016. Nathan was immediately drawn to the company’s collaborative and friendly working environment and joined the team in 2011. Before that, he worked as an analyst for West Gate Bank. He completed an internship with Moody Aldrich Partners in Boston after finishing his bachelor’s degree in finance, economics and mathematics from the University of Nebraska-Lincoln. He became a CFA® charterholder in 2015.

Volunteering for nonprofits is a priority for Nathan. He previously served on the board of Rebuilding Together-Lincoln. He also enjoys reading and running marathons.
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Dan Walker, CFA
Research Analyst, Portfolio Manager

Dan Walker joined Weitz Investment Management, Inc. in July 2015. He has been a co-manager of the Research Fund since December 2016. Prior to joining the Firm, Dan spent four years as a Research Analyst for Heartland Advisors in Milwaukee, WI. Before his time in the investment management field, Dan worked as a Copy Chief for Bozell in Omaha, NE for nine years focusing on brand strategy and creative execution for companies in various sectors including healthcare and financial services. He was also an Account Manager for Research Systems Corporation in Evansville, IN. Dan graduated from the University of Evansville with a BFA in Creative Writing and received an MBA in Applied Security Analysis from the University of Wisconsin-Madison. Dan is a CFA® charterholder.
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Lori M. Kuhlmann
Trader

Lori juggles a number of research support tasks in addition to her role trading securities for the Weitz Investments. She enjoys working with portfolio managers, analysts and contra-side traders daily to ensure effective execution of security transactions for investors.

Lori has been with Weitz Investments since 1999, and she still finds it easy to come to work every day because of the professional, intelligent working environment. After earning her Bachelor of Arts degree from Midland Lutheran College, she worked for various companies in the financial services industry.

Outside of work, Lori prefers spending time with family and friends.
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Debbie Stalnaker
Trading/Portfolio Assistant

Debbie's work experience gets put to good use in her role supporting our separate accounts and assisting our trading desk and research team.

Debbie came to Weitz in 2014 from Westwood Holdings Group (previously McCarthy Group Advisors) where she was a Portfolio Administrator. Prior to Westwood, she worked at AllianceBernstein in Chicago where her role grew from Portfolio Assistant to Associate PM/Assistant VP. Her BA is in business administration from Loyola University Chicago.

Debbie spends most of her free time chasing her 2 toddlers - around the park, pool or really anywhere outside. She loves to travel and ski, when free time permits!