- Since Wally Weitz established Weitz Investment Management in 1983, the firm’s philosophy and core values have remained consistent. Simply put, we focus exclusively on asset management and provide clients with top-quality, personalized service.
- The Value Fund’s Institutional Class returned +9.22% for the second quarter compared to +8.55% for the S&P 500 and +8.54% for the Russell 1000.
- Year to date, the Fund’s Institutional Class has returned +17.32% compared to +15.25% for the S&P 500 and +14.95% for the Russell 1000.
- Digital advertising giants Alphabet – parent company of Google – and Facebook paced the Fund’s quarterly contributors. We added Roper Technologies to the portfolio during the quarter.
For further details see:
Weitz Value Fund Q2 2021 Commentary