Wallace Weitz

Wallace Weitz

Weitz Investment Management Inc
Last update 2020-05-11 67 Stocks (7 new)
Value $1.87 Bil Turnover 8 %
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Wallace Weitz Profile

Portfolio manager of Weitz Value Fund, Weitz Hickory Fund and Weitz Partners Value Fund, which he started in 1983.

Wallace Weitz Investing Philosophy

Weitz's approach to value investing has evolved over the years. It combines Graham's price sensitivity and insistence on a "margin of safety" with a conviction that qualitative factors that allow a company to have some control over its destiny can be more important than statistical measurements, such as historical book value or reported earnings.
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Performance of Weitz Partners Fund

Year Return % S&P500 % Excess Gain %
2019 33.26 30.58 2.7
2018 -11.5 -4.57 -6.9
2017 11.46 21.7 -10.2
3-Year Cumulative (2017-2019) 31.45 (9.54/Year) 51.65 (14.89/Year) -20.20 (-5.35/Year)
2016 6.22 12 -5.8
2015 -9.25 1.24 -10.5
5-Year Cumulative (2015-2019) 26.71 (4.85/Year) 71.96 (11.45/Year) -45.23 (-6.60/Year)
2014 7.91 13.46 -5.6
2013 30.87 32.31 -1.4
2012 17.92 15.99 1.9
2011 2.19 1.9 0.3
2010 27.49 15.05 12.4
10-Year Cumulative (2010-2019) 174.91 (10.64/Year) 251.03 (13.38/Year) -76.12 (-2.74/Year)
2009 31.3 26.35 4.9
2008 -38.06 -36.79 -1.3
2007 -8.54 5.15 -13.7
2006 22.53 15.84 6.7
2005 -2.42 4.83 -7.2
15-Year Cumulative (2005-2019) 144.49 (6.14/Year) 257.98 (8.87/Year) -113.49 (-2.71/Year)
2004 14.99 10.7 4.3
2003 25.38 28.18 -2.8
2002 -16.99 -21.58 4.6
2001 -0.86 -11.76 10.9
2000 21.07 -9.75 30.8
20-Year Cumulative (2000-2019) 251.21 (6.48/Year) 217.22 (5.94/Year) 33.99 (0.54/Year)
1999 22.02 20.38 1.6
1998 29.13 28.69 0.4
1997 40.64 33.49 7.1
1996 19.04 22.5 -3.5
1995 38.66 38.06 0.6
25-Year Cumulative (1995-2019) 1184.62 (10.75/Year) 1009.46 (10.10/Year) 175.16 (0.65/Year)
1994 -8.97 0.38 -9.4
1993 23.03 10.08 13
1992 15.14 7.62 7.5
1991 28 30.47 -2.5
1990 -6.35 -3.1 -3.2
30-Year Cumulative (1990-2019) 1885.70 (10.47/Year) 1568.00 (9.83/Year) 317.70 (0.64/Year)
1989 20.25 31.69 -11.4
1988 14.93 16.61 -1.7
1987 4.25 5.1 -0.8
1986 11.16 18.6 -7.4
1985 40.72 31.6 9.1
35-Year Cumulative (1985-2019) 4375.21 (11.47/Year) 4101.73 (11.27/Year) 273.48 (0.20/Year)
1984 14.43 6.1 8.3

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