DGEAF - Weitz Conservative Allocation Fund Q4 2023 Commentary

2024-01-29 02:38:00 ET

Summary

• The investment objectives of the Weitz Conservative Allocation Fund are long-term capital appreciation, capital preservation, and current income.
• The Fund’s Institutional Class returned +4.75% for the fourth quarter compared to +8.37% for the Morningstar Moderately Conservative Target Risk Index.
• Financial markets ripped higher in the fourth quarter, boosting the Fund’s returns for the year into the double digits.
• Bond yields are down from their highs but remain healthy heading into 2024.

The Conservative Allocation Fund's Institutional Class returned +4.75% for the fourth quarter compared to +8.37% for the Morningstar Moderately Conservative Target Risk Index. For the calendar year, the Fund's Institutional Class returned +10.44% compared to +10.89% for the index....

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