VMC - Weitz Multi Cap Equity Fund Q4 2023 Commentary

2024-01-28 20:35:00 ET

Summary

• Weitz Investment Management is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska.
• The Multi Cap Equity Fund’s Institutional Class returned +8.14% for the fourth quarter compared to +12.07% for the Russell 3000.
• Our top contributors for the year demonstrate our commitment to pursuing a multi-cap strategy, featuring businesses ranging in size from $1.7 trillion to less than $10 billion.
• We believe that investing in businesses of all sizes, using our Quality at a Discount framework, is an enduring advantage of a multi-cap investing strategy.

The Multi Cap Equity Fund’s Institutional Class returned +8.14% for the fourth quarter compared to +12.07% for the Russell 3000. For the calendar year, the Fund’s Institutional Class returned +18.01% compared to +25.96% for the Russell 3000....

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