It’s Common Sense, But It’s Not Easy.
Whether it’s in the ice rink, on the basketball court, or in the classroom, Mavericks are known for their willingness to take a different approach, think freely, and act with independence. At Weitz Investment Management, the Maverick spirit lines up with how we invest.
We don’t bend and conform to industry trends and fashions. Simply put, we aim to invest wisely – to buy the highest quality at a good price to fulfill our vision of creating better financial futures for those we serve.
Since 1983, we’ve been guided by the simple yet powerful idea that value is created by identifying and investing in high-quality securities at reasonable prices. It’s a timeless approach that requires discipline, patience, and a clear sense of purpose. After all, the investors, financial advisors, and institutions we serve have entrusted us with their capital. And that’s a responsibility we don’t take for granted.
We help our clients, employees and communities achieve their long-term financial goals through our shared investments in actively managed, high-conviction investment strategies.
Research Driven
We have a deep understanding of our investable universe so that in times of distress we have the courage to step in and buy at bargain prices. The investment management industry has changed significantly over our firm's history, but our founding principles have remained consistent. We have a research driven, long term perspective and strive to build long term relationships based on transparency and trust.
High Conviction
We manage concentrated, high conviction portfolios that are not concerned with benchmark names or weights. Our equity portfolios are typically comprised of 25-35 names, and it is not uncommon for us to invest 40%-50% of net assets in the top ten holdings. By taking larger positions in our highest conviction opportunities, we can deliver a return profile for investors that is differentiated from the indices.
Active Management
As a boutique, employee-owned firm, our independence allows us the flexibility to think and act differently. Clients trust us to deliver differentiated outcomes versus broad market indices. Through our disciplined application of active value investing, we have provided solid long-term, risk-adjusted returns for investors.
The Price of Enthusiasm
Letter to Shareholders: Value Matters / 9.2026
