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Weitz 2022 Annual Shareholder Meeting

The Weitz 2022 Annual Shareholder Meeting featured a review of recent fund performance, thoughts on drawdowns in the equity and fixed income markets, expectations going forward, and more. The discussion was followed by a question-and-answer session, which begins at 1:08:52 in the video below.

For any additional questions, feel free to contact our client services team at clientservices@weitzinvestments.com or 800-304-9745.

 

View transcript

 


 

This material must be preceded or accompanied by a prospectus or summary prospectus.

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.

As of 03/31/2022, 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.: 2.3%, 0.0%, 7.3%, 8.2%, and 8.0%.
Apple, Inc.: 0.0%, 0.0%, 0.0%, 0.0%, and 0.0%.
AutoZone, Inc.: 1.3%, 2.3%, 0.0%, 2.2%, and 3.3%.
Berkshire Hathaway, Inc: 2.5%, 0.0%, 11.7%, 7.1%, and 4.6%.
CarMax, Inc.: 0.0%, 4.3%, 3.4%, 3.1%, and 2.7%.
Charter Communications, Inc.: 0.0%, 0.0%, 0.0%, 0.0%, and 0.0%.
CoStar Group, Inc.: 0.0%, 5.2%, 3.5%, 4.4%, and 4.5%.
Danaher Corporation: 2.1%, 0.0%, 0.0%, 0.0%, and 4.3%.
JPMorgan Chase & Co.: 0.9%, 0.0%, 0.0%, 0.0%, and 0.0%.
Laboratory Corporation of America Holdings: 1.9%, 4.4%, 1.8%, 3.1%, and 3.5%.
Liberty Broadband Corp.: 1.4%, 7.9%, 5.1%, 4.3%, and 4.6%.
Liberty Media Corporation — Liberty Sirius XM: 0.0%, 5.5%, 6.4%, 5.1%, and 3.0%.
Linde PLC: 1.2%, 0.0%, 0.0%, 0.0%, and 2.5%.
MasterCard, Inc.: 1.8%, 0.0%, 5.0%, 3.6%, and 4.3%.
Sirius XM Holdings, Inc.: 0.0%, 0.0%, 0.0%, 0.0%, and 0.0%.
T-Mobile US, Inc.: 0.0%, 0.0%, 0.0%, 0.0%, and 0.0%.
The Charles Schwab Corporation: 1.4%, 0.0%, 2.8%, 2.9%, and 2.9%.
Thermo Fisher Scientific, Inc: 2.0%, 0.0%, 0.0%, 0.0%, and 4.4%.
Verizon Communications, Inc.: 0.0%, 0.0%, 0.0%, 0.0%, and 0.0%.
Visa, Inc.: 1.8%, 0.0%, 5.6%, 4.1%, and 4.3%.
Vulcan Materials Company: 1.9%, 2.8%, 0.0%, 3.1%, and 3.9%.

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

Past performance is not a guarantee of future results. 

Consider these risks before investing: 
All investments involve risks, including possible loss of principal. The Weitz equity funds may invest in undervalued securities, which by definition are out of favor with investors, and there is no way to predict when, if ever, such securities may return to favor. Because the Fund(s) may have a more concentrated portfolio than certain other mutual funds, the performance of each holding in the Fund(s) 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(s).

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