Company Overview

Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska.

Over the past three decades, Weitz has leveraged its research-driven approach to capitalize on opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, logical strategies, extensive debate and our team’s personal commitment to long-term results.

The Weitz team builds and manages concentrated, high-conviction, actively managed portfolios. Through bottom-up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies.

  • Nine no load mutual funds and separately managed accounts held by individuals, advisors, pensions, not-for-profit organizations and 401(k) plans
    • Value Fund (WVAIX/WVALX)
    • Partners Value Fund (WPVIX/WPVLX)
    • Partners III Opportunity Fund (WPOPX/WPOIX)
    • Hickory Fund (WEHIX)
    • Balanced Fund (WBALX)
    • Short Duration Income Fund (WEFIX/WSHNX)
    • Core Plus Income Fund (WCPBX/WCPNX)
    • Ultra Short Government Fund (SAFEX)
    • Nebraska Tax-Free Income Fund (WNTFX)
  • Investment options of small- to large-cap equity, balanced and bond portfolios
  • Seek understandable, well-managed, cash-generating businesses
  • Focus is on economic (cash) earnings
  • Strategy is based on Benjamin Graham’s value approach
  • Analysts use a bottom-up research approach
  • All of our employees invest in the funds
Media Relations Contact Information
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