Investor Summary
Fund Strategy
FUND PERFORMANCE AS OF 31st December 2022
| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | 12.3% | 19% |
| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | 12.3% | 19% |
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| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Jan 25 2023 | 2022 Q4 | - | - | - | |
| Oct 19 2021 | 2021 Q3 | AMZN, AON, AZO, CSGP, DHR, FIS, GOOG, GOOGL, KMX, LH, MA, ORCL, ROP, SCHW, TMO, V | healthcare, large cap, payments, Quality, technology, value | - | Weitz Value Fund's concentrated quality approach delivered strong Q3 outperformance through holdings like Aon and life sciences leaders. Payment stocks faced near-term headwinds but long-term theses remain intact. Alphabet's digital advertising dominance and cloud growth drove significant year-to-date gains. Manager maintains disciplined value approach in increasingly challenging market environment. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2021 Q3 |
PaymentsPayment companies FIS, Visa, and Mastercard were quarterly detractors but manager maintains conviction in long-term growth stories. FIS winning new business despite near-term margin pressures, while Visa and Mastercard remain world-class businesses with intact investment theses despite reopening volatility. |
Digital Payments Cross Border Merchant Services Banking |
CloudGoogle Cloud Platform provides another open-ended growth avenue for Alphabet beyond digital advertising. The platform represents a significant growth opportunity as part of Alphabet's diversified business model. |
Cloud Computing Digital Advertising Platform | |
Life Science ToolsDanaher and Thermo Fisher continued building durable strategic assets with long robust growth runways. Both companies posted strong returns and virtual investor events helped alleviate concerns about near-to-medium-term outlooks. |
Diagnostics Strategic Assets Growth | |
Commercial Real EstateCoStar Group focused on playing the very long game in commercial real estate information and services. Despite stock volatility from potential strategic deals, manager enthusiasm for upside opportunity over the next decade remains undampened. |
Real Estate Information Long Term Services |
| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| No Elevator Pitches found | ||||||||||
| TICKER | COMMENTARY |
|---|---|
| No ticker commentary found. | |
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % |
|---|---|---|---|---|---|
| No Recent Buys Data | |||||
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
| No Recent Sells Data | ||||||
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| No industry data available | |||