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Investment Insights

Bring It On

The bull market that began after the initial shock of the pandemic has been good for most investors. But sooner or later, all good things must come to an end. And whenever the tide eventually turns, we'll be ready to take advantage.

Managing Risks vs. Managing Returns

In a fixed income environment where opportunities are hard to come by, inflation concerns are rampant, and the economy faces hurdles on its path to recovery, successful management of risks will play a critical role in achieving returns.

Weitz Quarterly Connection, Q3 2021

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.

Finding Value in a High-Flying Market

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.

Liberty SiriusXM (LSXMA/K)

Liberty SiriusXM is a tracking stock that owns a controlling stake in the well-known satellite radio provider, SiriusXM. With its core radio offering, expanding streaming capabilities, and new audio platform technology — SiriusXM has a wide pathway to grow its business and deliver long-term value to shareholders. And the tracking stock's discount relative to its underlying business creates additional opportunities for investors.

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.

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.

When "Boring" Isn't Boring

Will inflation accelerate? Will the Fed tighten monetary policy? Will the stock market continue to fly into record territory? If there's anything certain in today's marketplace, it's that nothing is certain. It's challenging fixed income environments like this one that reinforce the benefits of flexible, security-by-security investing.

Asset TV: Fixed Income Investing Masterclass featuring Tom Carney

Weitz director of fixed income research and portfolio manager Tom Carney, CFA, joins an esteemed panel of bond market experts for an Asset TV Masterclass on fixed income investing. The wide-ranging discussion touches on timely topics including inflationary concerns, Fed policy, bond market opportunities, and more. 

Investing Beyond the Index

In fixed income investing, flexibility and a willingness to be different matter now more than ever. Check out our recent feature in Citywire for an insightful Q&A with Weitz fixed income PMs Tom Carney and Nolan Anderson on how we're finding opportunities outside of broad indexes, thoughts on inflation, and bond market expectations going forward. 

Weitz 2021 Annual Shareholder Meeting

The Weitz 2021 Annual Shareholder Meeting featured a review of recent fund performance, thoughts on the current issues in the markets including interest rates and inflation, our expectations going forward, and more.

AutoZone (AZO)

Over the past 40 years, AutoZone has grown into the largest retailer of aftermarket auto parts in the U.S. As the company continues to serve the do-it-yourself auto repair market, its commercial supply business has also begun to turn the corner.

Opportunities in CLOs Amid a Low-Rate Environment

Tom Carney, CFA, and Nolan Anderson explain why corporate CLOs are proving to be attractive options for their bond portfolios. The two share their view on the interest rate landscape, inflation, and bond market expectations going forward.

A "Toolbox" View on Long/Short Equity

There is more to long/short equity than GameStop, short squeezes, and Reddit. Wally Weitz, CFA, and Drew Weitz join Asset TV to discuss how they're managing their long/short portfolio - the Weitz Partners III Opportunity Fund - where they see opportunities today, and their view on the economic recovery in 2021.

What a Difference a Year Makes

The old saying “what a difference a year makes,” might be a cliché, but it accurately reflects the great disparity from the chaos of 2020 to the optimism of 2021. But with a future still filled with uncertainty, we continue to move our fixed income funds forward on a defensive path.

Remembering What Counts

Vaccine distributions and a reopening of the global economy create a sense of optimism that the world will be returning to a sense of normal. But current stock and bond valuations give us pause, as the recovery may not be as good, or as quick, as markets seem to be anticipating.

Quality at a Discount Investing: Six Elements of Quality

Weitz co-CIO Brad Hinton and director of equity research Barton Hooper join Asset TV to break down the six quality elements of our Quality at a Discount investing framework and how each element plays an important role in identifying above-average to excellent companies.

A Defensive Stand

The bond market selloff of February 25, 2021, served as a valuable reminder of the importance of active management and helped to demonstrate why we take a disciplined approach to the balance of risk and return. The Weitz fixed income team explains why the selloff helps to show that a good defense is the best offense in fixed income investing.

A Message from Wally Weitz on Berkshire Hathaway

Every year, Berkshire Hathaway chairman and CEO Warren Buffett releases a letter to shareholders, which has become a “must read” for investors around the world. Wally Weitz shares his thoughts on why this year's letter serves as an important reminder for why we have owned Berkshire Hathaway stock continuously since our founding in 1983.

For Fixed Income in 2021, a Good Defense is Still the Best Offense

Weitz fixed income portfolio managers Tom Carney, CFA, and Nolan Anderson join Asset TV to share their outlook for 2021's fixed income markets.

Fidelity National Information Services (FIS)

Fidelity National Information Services (FIS) has a demonstrated track record of innovation within the financial technology space and continues to find new opportunities to improve long-term growth prospects. Weitz Director of Equity Research Barton Hooper, CFA, breaks down how FIS fits into the Weitz Quality at a Discount investing framework.

Value Can be Found Anywhere

Wally Weitz joins AssetTV's Value Investing Masterclass to explain our view on value and our quality-focused approach to investing.

2021 Outlook

Wally Weitz, Brad Hinton, and Drew Weitz review the previous year and lay out their vision for 2021.

Legends Live On

We have described the market turmoil of 2020 as being like a hurricane, and we are pleased to have navigated it adeptly. As we face a future filled with uncertainties, we believe we're strongly positioned to weather storms ahead, and to do so with invaluable experience to guide our decisions.

Now What?

With a difficult year behind us, the question on so many minds is “now what?” While the effects of the global pandemic still weigh heavily on the world, 2021 brings with it a sense of optimism for the future, and the challenge for investors will be to discern what a “new normal” looks like.

Quality at a Discount

At a glance, the concept of quality investing seems pretty clear cut. Quality is synonymous with “good.” In practically all aspects of life, everybody wants quality, right? Who would wittingly place their financial goals in the hands of low-quality investments?

But of course, the reality is a bit more nuanced.

Weitz 2020 Annual Shareholder Meeting

In the 2020 Weitz Annual Shareholder Meeting, co-CIOs Wally Weitz and Brad Hinton along with director of fixed income research Tom Carney gave an in-depth review of our recent performance, our views on the markets, and an update on our funds and our team.

First Republic Bank (FRC)

First Republic Bank (FRC) is built around the idea that banking can be an experience to look forward to. Weitz research analyst Sean Pompa, CFA, digs into the company's service-centric business model and why we think FRC may be attractive to long-term investors.

Escaping the 'Math Problem'

The current fixed income environment is wrought with challenges, particularly for broad indexes and the funds that follow them. But we believe opportunities can be found by remaining flexible and searching outside of the indexes.

What a Recovery Looks Like

While the stock market has roared to new highs in recent months, we likely face a longer journey to reach a full economic recovery. But we believe there will be opportunities for investors along the way.

IDEX Corp. (IEX)

IDEX has managed to forge a niche for itself as a supplier of highly engineered, mission-critical products for an array of industries. The specialized nature of IDEX's business allows the company to remain a leader in innovation and maintain its strong competitive advantage. In addition, a solid business operating model and a visionary CEO place IDEX in a position to compound value over time.

Asset TV Mid-Year Outlook with Tom Carney and Nolan Anderson

Weitz fixed income portfolio managers Tom Carney, CFA, and Nolan Anderson join Asset TV for the 2020 Mid-Year Outlook series.

CoStar Group (CSGP)

CoStar Group's army of researchers, massive proprietary database, and track record of consistent investment have made it an essential tool for commercial real estate professionals. The group's dominant position is unlikely to be overtaken, and the company continues to find new ways to grow.

Markel Corporation (MKL)

Markel Corporation's specialty insurance expertise, 90-year history, and successful management make it a solid addition to several of our funds. With increasing cash flow and wide reinvestment options, Markel has a strong potential for future growth. Research Analyst Sean Pompa shares insights into the opportunities we're seeing.

LKQ Corporation (LKQ)

Research analyst Jon Baker discusses LKQ Corporation, the leading distributor of aftermarket vehicle collision parts in the U.S. and Canada, as well as the largest European distributor of replacement automotive mechanical parts.

Asset TV Envestnet Advisor Summit 2019 w/ Brad Hinton

On site at the 2019 Envestnet Advisor Summit, Brad Hinton, Co-CIO and portfolio manager introduces Weitz, our investment philosophy and strategies.

Charter Communications (CHTR)

Amid a cable industry paradigm shift from pay-TV provider to entertainment operating system, Charter Communications – a leading broadband communications company and the second-largest cable operator in the U.S. – continues to offer a compelling, albeit complex, opportunity for investors.

Axalta Coating Systems (AXTA)

While a young public company (IPO in 2014), Axalta is over a century old, founded in 1866 as a division of DuPont. Today, under new management, Axalta has taken meaningful steps to improve the business. We believe there are multiple avenues Axalta can take to create shareholder value.
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