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Weitz Large Cap Equity Fund - Investor Class (WVALX)

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60.96 +0.14 +0.23%

29/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

Morningstar Rating:
Total Assets: 580.9M

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Weitz Large Cap Equity Fund - Investor Class Overview

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

Investment Strategy

The investment seeks capital appreciation. 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 large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Contact Information

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

Phone +1 8003049745

Web www.weitzfunds.com

Top Executives

Name	Title	Since	Until
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.
David A. Perkins	Portfolio Manager	2011	2018
Biography	Dave Perkins.CFA. Mr. Perkins became a portfolio manager on December 30, 2011. Dave joined Weitz Investment Management, Inc as a research analyst in 2004. Prior to joining Weitz, Dave spent three years as an equity analyst with McCarthy Group Asset Management. Dave graduated from Taylor University in Upland, Indiana with a BS in Business Systems and has been a CFA charterholder since 2009.
Wallace R. Weitz	Portfolio Manager / Founder / Co-CIO	1986	2016
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Value Inves.	60.96	+0.14	+0.23%