Awards & Recognition
★USA Today All-Star Mutual Fund Team selection
★2024 Lipper Fund Awards - Weitz Core Plus Income Fund named best fund
★Morningstar 4-star ratings for multiple funds
★Favorable 'undiscovered fund' mention from Morningstar that launched business growth
★Weitz Partners III Opportunity Fund placed in top 1% of peer group
★15-year annual return placing fund in top 15% of Morningstar peer group
Notable Facts
→Founder and Co-CIO of Weitz Investment Management since 1983
→Elected to Berkshire Hathaway board of directors in 2022
→Manages approximately $6 billion in assets under management
→CFA charterholder with 50+ year investment career
→Board member of Cable One Inc as independent director
→Carleton College trustee and economics graduate (1970)
→Started investing at age 12 with entrepreneurial profits
→Influenced by Benjamin Graham and Warren Buffett value investing approach
→Employee-owned firm with team members investing in same strategies they manage
→Over three decades has achieved 14% annual returns vs 11% for S&P 500