Wally Weitz
Founder and co-chief investment officer, Weitz Investment Management
Biography
Wally Weitz graduated in economics from Carleton College in 1970 and spent about ten years at Chiles, Heider & Co. in Omaha before starting his own firm in 1983. He follows a value approach influenced by Benjamin Graham and Warren Buffett, valuing companies on their future cash flows and favouring managers who allocate capital well. He has managed the Weitz Partners III Opportunity Fund since its inception, now alongside co-manager Drew Weitz.
In their own words
Profiles
- Hedge Fund Alpha profile hedgefundalpha.com
- Business Wire: 2020 manager changes businesswire.com
Weitz Investment Management’s largest US holdings
- Berkshire HathawayBRK.B9.4%
- AlphabetGOOG6.6%
- DanaherDHR6.5%
- VisaV6.3%
- MastercardMA5.2%
- AonAON4.9%
- Vulcan Materials OrdVMC4.2%
- Meta PlatformsMETA4.0%
- Thermo Fisher ScientificTMO4.0%
- IDEXIEX4.0%
Also at Weitz Investment Management
- Brad Hinton Co-chief investment officer and portfolio manager