Fund Inception | 12/30/2005 |
Name of Issuer | Weitz |
Fund Advisor(s) | Weitz Investment Management, Inc |
Sub-Advisor(s) | -- |
Fund Managers for WPOPX
Wallace Weitz
Portfolio Manager since 12/30/2005
Co-Chief Investment Officer
Portfolio Manager
Multi-Cap Alternative / Partners III Opportunity Fund (Since June 1983)
Multi-Cap Value / Partners Value Fund (Since June 1983)
Mid-Cap Value / Hickory Fund (Since January 2003)
Investment industry experience since 1970
Wally Weitz founded Weitz Investment Management in 1983. Prior to launching the Firm, he was an analyst and portfolio manager at Chiles, Heider & Co. Mr. Previously, he was a security analyst at G.A. Saxon & Co. Mr. Weitz has a bachelor's in economics from Carleton College.
Andrew Weitz
Portfolio Manager since 07/31/2020
Portfolio Manager
Mid-Cap Value / Hickory Fund (Since December 2011)
Multi-Cap Alternative / Partners III Opportunity Fund (Since July 2020)
Multi-Cap Value / Partners Value Fund (Since July 2020)
Investment industry experience since 2005
Drew Weitz joined Weitz Investment Management in 2008 as a research analyst. He was promoted to portfolio manager in 2011 and was director of equity research from 2017 to 2020. Previously, Mr. Weitz was a research analyst at Ariel Investments. Mr. Weitz has a bachelor's in computer science from Carleton College.