Weitz Multi Cap Equity Fund - Institutional Class (WPVIX)

Overview

This fund operates with a clear investment strategy focused on acquiring stakes in businesses that are judged to be of above-average to highest-quality by the advisor. The selection criterion is cost-effectiveness, where investments are made in companies priced below what is believed to be their actual worth. It is categorized as a "multi-cap" fund, implying it is open to investing in companies of various market capitalizations, making it flexible and versatile in its investment approach. The backbone of this strategy lies in its commitment to investing a minimum of 80% of its net assets, in addition to any borrowed funds for investment purposes, in equity securities. Specifically, these are securities of companies whose market capitalizations align with those included in the Russell 3000 Index, indicating a broad and diverse investment portfolio that spans across the entire market cap spectrum, from small to large-cap stocks.

Products and Services

The fund's investment offerings are designed to cater to a wide array of investors, focusing primarily on the following:

• Equity Investments: The core product offering revolves around equity securities, which includes stocks from companies of different market capitalizations. This product is ideal for investors looking to gain exposure to a broad market spectrum through a single investment vehicle. The equity investment strategy is centered around selecting companies that are not just leaders in their respective fields but are also undervalued based on the fund's rigorous analysis.
• Multi-Cap Fund Investments: As a multi-cap fund, this product offers investors the unique advantage of having exposure to small, mid, and large-cap stocks. This diversification allows for a more balanced and risk-adjusted portfolio, catering to investors who prefer a mixed investment approach for potentially increased stability and growth opportunities across different economic cycles.