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Weitz Multi Cap Equity Fund - Institutional Class (WPVIX)

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37.44 +0.28    +0.75%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 365.57M
Type:  Fund
Market:  United States
Issuer:  Weitz
Asset Class:  Equity
Weitz Partners Value Institutional 37.44 +0.28 +0.75%

WPVIX Overview

 
On this page you'll find an in-depth profile of Weitz Multi Cap Equity Fund - Institutional Class. Learn about the key management, total assets, investment strategy and contact information of WPVIX among other information.
Category

Large Blend

Total Assets

365.57M

Expenses

0.87%

Inception Date

41851

Investment Strategy

The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Russell 3000 Index.

Contact Information

Address 1125 South 103rd Street, Suite 200
Omaha,NE 68124-1071
United States
Phone +1 8003049745

Top Executives

Name Title Since Until
Andrew S. Weitz Portfolio Manager 2020 Now
Biography Portfolio Manager Mid-Cap Value / Hickory Fund (Since December 2011) Multi-Cap Alternative / Partners III Opportunity Fund (Since July 2020) Multi-Cap Value / Partners Value Fund (Since July 2020) Investment industry experience since 2005 Drew Weitz joined Weitz Investment Management in 2008 as a research analyst. He was promoted to portfolio manager in 2011 and was director of equity research from 2017 to 2020. Previously, Mr. Weitz was a research analyst at Ariel Investments. Mr. Weitz has a bachelor's in computer science from Carleton College.
Bradley P. Hinton Portfolio Manager / Co-CIO 2006 Now
Biography Co-Chief Investment Officer Portfolio Manager Conservative Allocation / Balanced Fund (Since October 2003) Multi-Cap Value / Partners Value Fund (Since August 2006) Large-Cap Value / Value Fund (Since August 2006) Investment industry experience since 1990 Brad Hinton joined Weitz Investment Management in 2001 as a research analyst. Mr. Hinton was promoted to portfolio manager in 2003, director of research in 2004 and co-CIO in 2017. Previously, he was a debt manager and trading associate for ConAgra Foods. Mr. Hinton has a bachelor's in finance from the University of Nebraska-Lincoln and an MBA from Dartmouth.
Wallace R. Weitz Portfolio Manager / Founder / Co-CIO 1983 Now
Biography Co-Chief Investment Officer Portfolio Manager Multi-Cap Alternative / Partners III Opportunity Fund (Since June 1983) Multi-Cap Value / Partners Value Fund (Since June 1983) Mid-Cap Value / Hickory Fund (Since January 2003) Investment industry experience since 1970 Wally Weitz founded Weitz Investment Management in 1983. Prior to launching the Firm, he was an analyst and portfolio manager at Chiles, Heider & Co. Mr. Previously, he was a security analyst at G.A. Saxon & Co. Mr. Weitz has a bachelor's in economics from Carleton College.
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