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Video Insights

Finding Value in a High-Flying Market

When U.S. stock markets hover near all-time highs, where can investors find value?

Weitz portfolio managers Wally Weitz and Drew Weitz sit down with Asset TV to discuss how our Quality at a Discount investing framework serves as a roadmap for investing through all different types of market environments. Wally and Drew cover topics that include their views on the current state of the markets, possible scenarios for the economy going forward, and how we're working to position our portfolios for the long-term.

View the video transcript here.

 

Value Matters / 07.27.2021

It's Not Supposed to be Easy

With stock valuations high, odds of continuing to earn strong returns in the short term may be low. But investors should stay focused on the long run and continue to take a patient, disciplined approach. 
Video Insights / 08.05.2021

Bitcoin and Blockchain: Embracing the Opportunities, Anticipating the Threats

Cryptocurrencies and blockchain are huge topics in the financial industry . Weitz director of equity research Barton Hooper, CFA, breaks down the threats and opportunities that come with these potential industry disruptors, implications for specific companies on our radar, and the massive opportunity set these technologies could lead to.

 


 

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.

Past performance is not a guarantee of future results.

Holdings are subject to change and may not be representative of a Fund's current or future investments.

Consider these risks before investing: All investments involve risks, including possible loss of principal. Market risk includes political, regulatory, economic, social and health risks (including the risks presented by the spread of infectious diseases). Changing interest rates may have sudden and unpredictable effects in the markets and on the Fund's investments. The Fund may purchase lower-rated and unrated fixed-income securities, which involve an increased possibility that the issuers of these may not be able to make payments of interest and principal. See the Fund's prospectus for a further discussion of risks.

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