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January 2012
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Money Magazine |
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Weitz Hickory Fund is again named to "The Money 70," the editors' annual
selection of funds "to help you assemble a high-quality, long-term portfolio using low
cost investments"
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TheStreet.com |
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In an article titled "Bond Funds Offer Firmer Check Against Risk," Short-Intermediate
Income Fund was mentioned as a top short-term fund. "Under longtime portfolio manager
Thomas Carney, Weitz has delivered consistent results, topping most peers during the turmoil
of 2008 and in the recovering markets of 2009 and 2010."
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Barron's |
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Brad Hinton was featured in a piece titled "Loading Up on Cash-Rich Value Stocks"
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Press Release |
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Weitz Funds announces the addition of co-portfolio managers
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November 2011
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Fidelity Viewpoints® |
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Wally Weitz discussed making volatility your friend: "Even in a weak and
uneven recovery, there can be good opportunities for investors."
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USA Today |
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Wally Weitz was quoted in "Invest in your own sanity during volatile times for stock market"
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SmartMoney.com |
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Weitz Value Fund featured in "The 'Loser' Stocks Pros Are Buying"
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MSNMoney.com |
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Weitz Funds Research Analyst, Drew Weitz, was quoted in an article titled "How Target
is Gaining on Wal–Mart"
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October 2011
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New York Times |
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Brad Hinton was quoted in the October 9th, 2011, New York Times 'Fundamentally'
column, "It's Small Consolation, but Big-Company Funds Fared Better"
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September 2011
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Morningstar |
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Weitz Partners Value Fund 9/29/11 Analyst Report
"Weitz has further stabilized the portfolio by moving into financially strong, attractively priced
large caps"
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August 2011
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No-Load Fund Investor |
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Weitz Research Fund added to the August 2011 No-Load Fund Investor list of top no-load funds
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Kiplinger's Personal Finance |
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Weitz Partners Value Fund included in the Top 10 Large-Company Stock Funds (ranked by 20-year
performance) as of July 31, 2011
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July 2011
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Louis Rukeyser's Mutual Funds |
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"In the rush for profits, many lose sight of the
first rule of investing: Don't lose money. This deceptively simple philosophy is the cornerstone for
investors seeking both capital appreciation and income. It also describes the raison d' etre for
Weitz Balanced (WBALX)."
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Zacks Investment Research |
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Weitz Balanced Fund included in "Best of Funds, Top 5 Balanced Mutual Funds"
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May 2011
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Investment News |
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Brad Hinton discussed Weitz Partners Value Fund's use of cash relative to potential
market swings in "Portfolio Manager Perspectives"
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Morningstar |
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Morningstar's 'Five-Star Investor' column highlighted Weitz Hickory Fund among
three "Analyst Pick" funds with less than $500 million in assets in "Hidden Gems Among
Our Analyst Picks"
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Morningstar |
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Weitz Hickory Fund was named one of "Our Favorite Mid-Cap Blend Funds" by Morningstar
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April 2011
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The Wall Street Journal |
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Weitz Partners Value Fund named one of "The Best Funds of the Last 20 Years"
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Omaha World-Herald |
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Wally Weitz inducted into the Omaha Business Hall of Fame
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March 2011
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Barrons.com |
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Andrew Weitz was quoted in "Make Tracks for Liberty Interactive"
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Morningstar |
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"This fund is a solid choice. Weitz Short-Intermediate Income is a well-rounded offering."
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The Wall Street Journal |
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Weitz Balanced Fund and portfolio manager Brad Hinton were featured in "Gains Amid the Worries"
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January 2011
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Value Investor Insight |
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Wally Weitz and Brad Hinton were featured in the publication's January 31, 2011, edition in an article titled "The Other Side of Popular"
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The Wall Street Journal |
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Weitz Partners III Opportunity Fund and Weitz Partners Value Fund included in the Top 10 Multi-Cap Core Funds (ranked by one-year performance) as of January 20, 2011
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Press Release |
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Weitz Funds announces the launch of Weitz Research Fund
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Money Magazine |
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In the January/February "Investors Guide 2011" issue of Money Magazine, Weitz Hickory is again named to 'The Money 70,' the editors' annual selection of funds "to help you assemble a high-quality, long-term portfolio using low-cost investments"
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Omaha World-Herald |
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Wally Weitz is one of six people who will be inducted into the Omaha Business Hall of Fame on April 12, 2011
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December 2010
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The Wall Street Journal |
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Four of the Weitz funds were counted among their category's top 10, ranked by one-year performance
as of Dec 31: Weitz Hickory was 1st among Mid-Cap Core Equity Funds; Weitz Partners III Opportunity
and Weitz Partners Value Funds were ranked 2nd and 7th, respectively, among Multi-Cap Core Equity
Funds; Weitz Balanced Fund was ranked 5th among Mixed-Asset Target Allocation Moderate Funds
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USA Today |
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Wally Weitz was quoted in an article titled "Investors look back on a decade of grim stock returns"
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Minyanville.com |
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Bradley Hinton, co-manager of Weitz Partners Value, discussed his investment strategy and favorite
stock picks in an article titled "Omaha's Other Investor"
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Morningstar |
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Weitz Partners Value Fund (WPVLX) chosen as a favorite in the large-blend category
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Fortune & CNNMoney.com |
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Wally Weitz participated in a roundtable interview with four other "battle-tested investing pros" for
an article titled "5 experts: Where to invest in 2011"
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Barron's
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Wally Weitz discussed how Weitz Partners III Opportunity Fund's use of leverage, shorts and options
adds flexibility to the Fund's investment strategy in an article titled "More Vigor, Same Values"
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The New York Times |
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In its December 2, 2010 issue, Weitz Partners III Opportunity and Weitz Partners Value Funds
landed near the top of The New York Times table of Large Cap Leading Funds (based on YTD return)
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Kiplinger's Personal Finance |
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Wally Weitz discussed why he believes Texas Instruments (TXN) is one of today's best bargains in "7 Cheap Stocks Experts Love"
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November 2010
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RegisteredRep.com |
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Weitz Partners Value Fund among the "star" funds highlighted in "'Active Share,' the
Metric That Shows When Active Management is Worth It"
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Morningstar
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Weitz Hickory, one of Morningstar's Fund Favorites, "is back on top again, and its
long-held contrarian bet on media stocks is driving it ahead of rivals..."
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SmartMoney.com |
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Of the 11 large-cap growth and value funds outperforming major indexes year to date,
Partners
Value Fund topped SmartMoney's list. "Some funds in our screen, notably...Weitz Partners
Value, hold fewer than 50 stocks. That means more risk with each stock, but it also suggests
a manager who's picking what he thinks is the best of the best."
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The New York Times |
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Tom Carney, portfolio manager of Weitz Short-Intermediate Income Fund, discussed
the bond market's reaction to QE2 in "A Calmer Market? Not for Long Bonds"
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The Wall Street Journal |
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In "The Journal Report," The Wall Street Journal's November 1st monthly
review of mutual funds, Weitz Hickory and Partners III Opportunity Funds
are among top-performing funds in their peer groups for their one-year
total returns through October 29th, according to Lipper.
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October 2010
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thestockadvisors.com |
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"Value investing is paying off for Weitz Partners Value (WPVLX)."
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U.S. News & World Report
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Short-Intermediate Income Fund was included as one of "The Best Short-Term Bond Funds for the Long Term"
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gurufocus.com
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Wally Weitz talked about stocks he's currently looking at in "Emotional Arbitrage - Wally Weitz
Continues to Outperform"
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financial-planning.com
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"Weitz Funds are known for deep-value investing savvy, but it's the high-performing bond fund, managed by
Tom Carney, that's drawing attention"
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The Wall Street Journal
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Hickory Fund was ranked 1st of the top 10 Mid-Cap Core Equity Funds based on one-year performance as of 9/30/10
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Partners III Opportunity Fund was rated
4th in terms of one-year performance as of 9/30/10
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September 2010
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Associated Press
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"A look at fund manager Wally Weitz"
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CNBC.com
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Wally featured in "Buffett admirer Weitz hits top of fund charts"
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Bloomberg Businessweek
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Wally discussed Partners III Opportunity Fund's flexibility and use of "defensive shorts" in an article titled "The Other Oracle of Omaha Speaks"
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TheStreet.com
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Highlighted by TheStreet.com were the distinctive strategy and contrarian approach used by fund co-managers Wally Weitz and Brad Hinton in managing
Partners Value Fund
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| Morningstar
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Partners Value Fund was named as a Fund Favorite
and Analyst Pick by Morningstar in their large-value
category
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In "'Our Favorite Large-Value Funds,' Weitz
Partners
Value Fund WPVLX is on fire, gaining 8.1% so far in
2010─best in the group by a wide margin"
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Read Morningstar's take on
Hickory Fund in their
piece titled "This fund is sporadic, but good"
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Wally Weitz is named as an early favorite for
Morningstar Manager of the Year - Domestic Funds
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Analyst Michael Breen reports that
Partners III
Opportunity Fund "makes the most of the tools
available to it"
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"Weitz Value requires but rewards patience"
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"Weitz does most everything right and is a very good
steward. The shop sticks to its knitting and has
delivered for shareholders over time."─Morningstar,
"Weitz Funds Follow a Predictable Path"
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Kiplinger's
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Partners Value Fund is ranked 7th in the 20 year-return category of Large-Company Stock Funds |
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August 2010
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Reuters
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Tom Carney, manager of Short-Intermediate Income
Fund, shared his thoughts with Reuters about the
economy and the balance between encouraging
growth and controlling deficits in a piece titled "U.S.
bond vigilantes in no good mood to gun down
deficit"
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| Morningstar |
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Morningstar's take on Balanced Fund was that
"strong stock-picking gives this fund an edge"
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July 2010
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| SmartMoney.com |
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Hickory Fund ranked as the best domestic stock fund
(out of 8,864 domestic stock funds ex-specialty) for
the first half of 2010 |
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May 2010
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| Omaha World-Herald |
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Synopsis of the 2010 Shareholder Meeting |
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January 2010
|
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| CNNMoney.com |
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Hickory Fund named one of the "Money 70: Best
funds through thick and thin" |
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Prior Years
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| Forbes |
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Weitz Client Service called "snappy, smart, the
best" |
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