Weitz Large Cap Equity Fund - Institutional Class (WVAIX)

Overview

The fund is designed to predominantly invest in equity securities, specifically targeting large-cap companies. These companies are identified based on their market capitalization, aligning with those listed in the Russell 1000 Index. This focus ensures the investment aligns with well-established companies within the substantial market cap spectrum. In addition to domestic investments, the fund uniquely positions itself to diversify by including securities from non-U.S. companies, which may broaden the fund's exposure and potential for growth. This approach allows for a blend of stability and growth potential, capitalizing on the global market opportunities while maintaining a core focus on large-cap equity investments.

Products and Services

• Equity Securities of Large-Cap Companies

  The fund invests a significant portion of its assets in the equity securities of large-cap companies. These are companies with market capitalizations that fall within the range included in the Russell 1000 Index. This investment strategy is designed to provide stability and growth by focusing on established companies with a solid market presence.

• Securities Issued by Non-U.S. Companies

  To diversify its portfolio, the fund also considers investments in securities issued by non-U.S. companies. These investments may be denominated in U.S. dollars or foreign currencies, providing an additional layer of diversification and exposure to international markets. This strategy aims to capture growth in emerging markets and reduce geographical investment risks.