TMO - Weitz Large Cap Equity Fund Q4 2023 Commentary

2024-01-28 07:20:00 ET

Summary

• The Large Cap Equity Fund’s Institutional Class returned +10.91% for the fourth quarter compared to +11.96% for the Russell 1000.
• For the calendar year, the Fund’s Institutional Class returned +29.81% compared to +26.53% for the Russell 1000.
• After a strong run, we are far more focused on the warning held in the second clause of Horace’s quote: 'Many shall fall that now are in honor.'

The Large Cap Equity Fund’s Institutional Class returned +10.91% for the fourth quarter compared to +11.96% for the Russell 1000. For the calendar year, the Fund’s Institutional Class returned +29.81% compared to +26.53% for the Russell 1000....

For further details see: