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Investment Insights

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.

The Elephant in the Marketplace

Recent actions by the Federal Reserve have helped stimulate the economy while also creating new challenges in the fixed-income marketplace. But our goals remain unchanged, and we continue to identify new opportunities less impacted by government intervention.

Cautious Optimism in a World of Unknowns

The first half of 2020 could be described as a “tale of two quarters.” After a historic bear market drop to begin the year, markets stabilized in the second quarter and staged a record-breaking rally. While we are still living in a world of unknowns, we are fortunate to have reasons to be optimistic.

Survive and Advance: An Earnings Season Update

This has been a unique earnings season as companies cope with uncertainty created by the COVID-19 crisis. At times like these, we're reminded of the importance of owning quality businesses with strong management teams that can navigate challenging situations.

Mid-Quarter Fixed Income Q&A

Fixed income portfolio managers Tom Carney, CFA, and Nolan Anderson provide an update on how we're currently viewing the bond market. The two explain why we see the recent calm as an 'eye of the hurricane,' how we're managing our portfolios to weather any further market dislocations, and more.

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.

A Storm of Opportunities

The first quarter of 2020 was a whirlwind of historic proportions, and the storm may not yet have fully passed. But each dark cloud has brought with it a silver lining of attractive opportunities that the bond markets haven't seen in quite some time. Fixed Income portfolio managers Tom Carney, CFA, and Nolan Anderson break down how we're managing through the dislocation and taking advantage of disparities in the market.

Moving Forward in a Changed World

Not only did Q1 2020 usher in the start of a recession, it marked the beginning of a new chapter in history for the markets, the U.S., and the world. Co-CIOs Wally Weitz and Brad Hinton explain how we're managing through the COVID-19 crisis, and how we're searching for opportunities in a changed world.

Don't Panic During Market Disruptions

Market disruptions are part of the “price of admission” when it comes to investing. Through market declines, it's important to maintain a long-term view and avoid making decisions based on fear.

Fixed Income Market Q&A with Tom Carney and Nolan Anderson

In the midst of the coronavirus crisis, Weitz fixed income portfolio managers Tom Carney, CFA, and Nolan Anderson provide an update on how our fixed income funds are weathering the market downturn, where we’re finding opportunities, and our expectations going forward.

Equity Market Q&A with Wally Weitz and Brad Hinton

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.

An Update for Our Fixed Income Investors

Insights from Director of Fixed Income Research Tom Carney, CFA, on how our Core Plus and Short Duration fixed income funds have fared in this uncertain market environment, where we're currently seeing opportunities, and our expectations for the future.

Value vs. Growth: Looking Beyond the "Spots"

At a glance, cheetahs and leopards may seem like two very similar animals. The same can be said for value and growth investing, but looking beyond the “spots” reveals several critical distinctions.

What's Happening Now with the Coronavirus?

The coronavirus situation seems to be changing by the hour. But our investment philosophy and our research-driven process remain steadfast through these volatile times.

Perspectives Amid Coronavirus Uncertainty

Investors are understandably concerned about the coronavirus, but we believe the recent selloff is likely a market overreaction to news headlines. We break down how Weitz portfolios are positioned to weather the market slump and why we believe long-term investors should remain calm and stay invested.

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.

Looking Ahead to 2020

After a big move up in the stock market, investors tend to get acrophobia. But the importance of market swings in both directions is usually exaggerated. There is no doubt that the path forward will be complicated, but we welcome the challenge.

Patience Truly is a Virtue

2019 was one for the record books with numerous elixirs driving prices higher. However, continued declines in base interest rates and credit spreads led to investors paying higher prices for less return potential. We move forward cautiously focusing on the things we can control and prepared to prudently exercise patience.

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.

Change is Inevitable, But Volatility Can Be Our Friend (3Q19)

The outlook for the year ahead is good, but the path could be a little bumpy. However, volatility presents opportunities for investor, and we welcome it.

Items May Have Shifted During Flight (3Q19)

The familiar phrase by flight attendants upon landing seems a fitting description of market turbulence during the third quarter. Despite a rocky third quarter both equity and fixed income markets delivered solid quarterly returns.

Asset TV Fixed Income Masterclass with Nolan Anderson

Throughout the program panelists provide their perspective on the global economic environment, current market volatility, and opportunities and challenges in the fixed income market.

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.

The Fed: From "Boogie Man" to "Candy Man" (1Q19)

This year has certainly started off strong for equity and fixed income investors. It seems plausible that the first quarter’s robust returns have been partly borrowed from the future.

DXC Technology (DXC)

Created in 2017 from the merger of Computer Sciences Corporation and Hewlett Packard Enterprise Services, DXC is a pioneer in IT outsourcing services. We believe a new management team, significant costs savings and changes in business mix will yield positive results for shareholders.

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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