Weitz Quarterly Connection, Q3 2021
At Weitz, we are committed to providing our clients with the best possible service experience. The Weitz Quarterly Connection is an opportunity for us to share insights into our view on the markets and economy, out investment team's expectations going forward, and what we're doing to be good stewards of our clients' finances.
In the Q3 2021 Quarterly Connection, client portfolio manager Yana Morgan, CFP®, and portfolio analyst Eric Lee, CFA, discussed timely topics, including inflation and monetary policy, and answered questions in a live Q&A session. The full recording is available below.
For your convenience, performance information for the Weitz Funds is available through the links below. Please refer to these documents as needed for fund performance and related information.
The opinions expressed are those of Weitz Investment Management and are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of publication, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This commentary is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor's specific objectives, financial needs, risk tolerance and time horizon.
Consider these risks before investing: All investments involve risks, including possible loss of principal. These risks include market risks, such as political, regulatory, economic, social and health risks (including the risks presented by the spread of infectious diseases). In addition, because the Fund may have a more concentrated portfolio than certain other mutual funds, the performance of each holding in the Fund has a greater impact upon the overall portfolio, which increases risk. See the Fund's prospectus for a further discussion of risks related to the Fund.
As of 06/30/2021, the following portfolio company constituted a portion of the net assets of Balanced Fund, Hickory Fund, Partners III Opportunity Fund, Partners Value Fund, and Value Fund as follows: Alphabet, Inc.: 2.2%, 0.0%, 5.9%, 6.7%, and 7.0%; Aon PLC; 2.2%, 0.0%, 4.2%, 4.0%, 4.8%; AutoZone, Inc.: 1.7%, 4.2%, 0.0%, 2.3%, 2.7%; Axalta Coating Systems Ltd.: 0.0%, 3.5%, 0.0%, 2.6%, and 0.0%; Berkshire Hathaway, Inc.: 2.2%, 0.0%, 9.6%, 5.1%, 4.6%; Dun & Bradstreet Holdings, Inc.: 0.0%, 2.7%, 2.6%, 2.0%, and 0.0%; Facebook, Inc.:0.0%, 0.0%, 4.9%, 3.6%, 4.9%; Fidelity National Information Services, Inc.: 1.5%, 0.0%, 2.7%, 0.0%, and 3.4%; Ingersoll Rand, Inc.: 0.0%, 2.9%, 0.0%, 0.0%, and 0.0%; Liberty Media Corp.-Series C Liberty SiriusXM: 0.0%, 4.8%, 5.9%, 4.8%, and 3.0%; LICT Corporation: 0.0%, 5.0%, 0.0%, 0.0%, 0.0%; Linde PLC: 1.2%, 0.0%, 0.0%, 0.0%, and 2.2%; LKQ Corporation; 0.0%, 5.0%, 0.0%, 3.9%, 0.0%; Markel Corporation; 1.8%, 4.3%, 5.6%, 3.2%, 0.0%; Martin Marietta Materials, Inc.: 1.3%, 2.9%,0.0%,2.8%, and 0.0%; Mastercard, Inc.: 1.6%, 0.0%, 4.6%, 3.4%, 3.7%; Roper Technologies, Inc.: 1.3%, 0.0%, 0.0%, 0.0%, and 2.6%; The Charles Schwab Corporation: 2.2%, 0.0%, 3.7%, 4.4%, 4.4%; Visa, Inc.: 1.6%, 0.0%, 5.0%, 4.0%, 4.0%; Vulcan Materials Company: 1.9%, 2.4%, 1.2%, 3.6%, and 3.6%.
Holdings are subject to change and may not be representative of a Fund's current or future investments.
References in this video to particular companies are for illustration only and are not a recommendation to buy or sell any security.