Fund Inception | 10/01/2003 |
Name of Issuer | Weitz |
Fund Advisor(s) | Weitz Investment Management, Inc |
Sub-Advisor(s) | -- |
Fund Managers for WBALX
Bradley Hinton
Portfolio Manager since 10/01/2003
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.
Nolan Anderson
Portfolio Manager since 07/31/2021
Portfolio Manager
Conservative Allocation / Balanced Fund (Since July 2021)
Core Plus Income / Core Plus Income Fund (Since July 2014)
Short Duration Income / Short Duration Income Fund (Since July 2017)
Ultra Short Government Fund (Since December 2016)
Investment industry experience since 2004
Nolan Anderson joined Weitz Investment Management in 2011 as a fixed income research analyst. In 2014, he was promoted to portfolio manager. Previously, Mr. Anderson performed financial modeling and due diligence on leveraged buyout transactions for Wells Fargo Bank. Mr. Anderson has a bachelor’s in real estate and land use economics and an MBA from the University of Nebraska Omaha.