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Audio Insights

Equity Market Q&A with Wally Weitz and Brad Hinton

Wallace R. Weitz, CFA

Co-Chief Investment Officer, Portfolio Manager

Bradley P. Hinton, CFA

Co-Chief Investment Officer, Portfolio Manager

 

Insights from Weitz Co-Chief Investment Officers Wally Weitz, CFA, and Brad Hinton, CFA, into how we're managing through the coronavirus crisis, how this situation differs from past market disruptions, and our advice to Weitz investors.



What's the overarching message we want to send to Weitz shareholders?

How does the current situation compare to past market disruptions?

 

How are we adjusting our equity portfolios for the near-term and longer-term outlook?

 

What is our current advice to Weitz shareholders?

 
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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.

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

As of 12/31/19, each of the following portfolio companies constituted a portion of the net assets of Value Fund, Partners Value Fund, Partners III Opportunity Fund, Hickory Fund, and Balanced Fund as follows: Berkshire Hathaway Inc.-Class B: 7.4%, 6.3%, 11.1%, 0%, and 2.7%; Markel Corp.: 0.0%, 2.1%, 5.1%, 2.5%, and 1.1%.

For more detail view the Glossary of Terms.

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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