Wally Weitz is the founder and president of Wallace R. Weitz & Company. Weitz, a CFA charterholder, manages Partners III Opportunity Fund and co-manages Value Fund, Partners Value Fund and Hickory Fund.

Weitz's investment career began at age 12, when he invested his profits from various entrepreneurial ventures. After going through a charting phase in high school, he discovered Benjamin Graham's Security Analysis and was converted to value investing. After earning a BA in Economics at Carleton College in 1970, Weitz spent three years in New York doing security analysis, primarily on the small companies in which G.A. Saxton made over-the-counter markets. In 1973 he joined Chiles, Heider & Co., Inc., a regional brokerage firm in Omaha, where he spent 10 years as an analyst and portfolio manager. In 1983 he started Wallace R. Weitz & Company, and now heads a group of eight investment professionals that manages approximately $4 billion. Weitz's approach to value investing has evolved over the years. It combines Graham's price sensitivity and insistence on a "margin of safety" with a conviction that qualitative factors that allow companies to have some control over their own destinies can be more important than statistical measurements, such as historical book value or reported earnings. Weitz has the good fortune to be paid to pursue his favorite hobby, investing, but he also enjoys golf, skiing, tennis, reading and working with charitable and educational foundations. Weitz is on the Board of Trustees for Carleton College and serves on the Executive Committee of Building Bright Futures in Omaha.

Brad joined Wallace R. Weitz & Company in 2001. Brad is Director of Research for Weitz, the portfolio manager of Balanced Fund, and co-portfolio manager of Value Fund and Partners Value Fund. He received a BS in Finance from the University of Nebraska-Lincoln in 1990 and an MBA from Dartmouth College in 1994. Prior to joining the firm, Brad was a trading associate and debt manager for ConAgra Foods (1998-2001), a fixed income investment manager for Principal Financial Group (1994-1998) and a staff analyst for the Federal Reserve Bank of Kansas City (1990-1994). Brad has been a CFA charterholder since 1997.

Tom joined Wallace R. Weitz & Company in 1995. He is the portfolio manager of Short-Intermediate Income Fund, Nebraska Tax-Free Income Fund and Government Money Market Fund.

Tom earned a BS in Finance in 1990 from the University of Nebraska-Omaha. He began his investment career in 1982 at Chiles, Heider & Co., Inc., a regional brokerage firm in Omaha, where he held several positions. From 1986 to 1995, he was a municipal securities professional with Smith Barney in Omaha. Tom has been a CFA charterholder since 1999 and was the president of the CFA Society of Nebraska from 2005-2006.

Jon has served as a research analyst for Wallace R. Weitz & Company since 1997 and has been co-portfolio manager of Research Fund since its inception in April 2005. Prior to joining Weitz, he spent four years in New York City as a practicing CPA with McGladrey & Pullen, LLP. His BBA in Accounting and Computer Applications is from the University of Notre Dame. Jon has been a CFA charterholder since 2001. He currently serves on the board of Big Brothers and Big Sisters of the Midlands.

Dave joined Wallace R. Weitz & Company as a research analyst in 2004. He has been co-portfolio manager of Research Fund since its inception in April 2005 and co-portfolio manager of Value Fund since December 30, 2011. Prior to joining Weitz, Dave spent three years as an equity analyst with McCarthy Group Asset Management. Dave graduated from Taylor University in Upland, Indiana with a BS in Business Systems and has been a CFA charterholder since 2009.

Barton joined Wallace R. Weitz & Company as a research analyst in 2007. He has been co-portfolio manager of Research Fund since January 2008. Before joining Weitz, Barton spent four years as a research analyst at Oak Value Capital Management in Durham, NC and Trilogy Capital Management in Kansas City, MO. Prior to his investment management experience, Barton spent six years as a mergers and acquisitions investment banker at George K. Baum & Company and three years as a practicing CPA with Deloitte & Touche, LLC. Barton graduated from the University of Missouri with a BS in Accounting and received an MBA in Finance from Washington University in St. Louis. He has been a CFA charterholder since 1999.

Drew joined Wallace R. Weitz & Company in 2008 as a research analyst. He has been co-portfolio manager of Research Fund since January 2010 and co-portfolio manager of Hickory Fund since December 30, 2011. Drew holds a BA in Computer Science from Carleton College in Northfield, MN. While earning his degree, he spent his summers at Weitz working in various capacities. Prior to joining Weitz full-time, Drew spent 2002-2004 expanding the computational research efforts in Carleton’s Department of Physics and Astronomy. From 2004-2008 he was a research associate and research analyst with Ariel Investments, a Chicago-based investment firm.

Nolan joined Wallace R. Weitz & Company in November 2011. He holds a BSBA in Real Estate & Land Use Economics and an MBA from the University of Nebraska-Omaha. Nolan’s previous four years were spent in San Francisco performing modeling/due diligence on leveraged buyout transactions for private equity clients of the Financial Sponsors Group of Wells Fargo Bank. From 2004–2007 he worked as a commercial research analyst for Woodmen of the World Life Insurance Society in Omaha.

Lori has been with Wallace R. Weitz & Company since 1999. Lori transacts bond and equity security trades for the Firm and monitors compliance issues. Lori came to Weitz from The Copeland Companies (a division of Citigroup) where she developed and implemented retirement plans for corporate and individual clients. Prior to Copeland, she served seven years as a financial consultant with Shearson Lehman/Salomon Smith Barney. Lori has her General Securities, Uniform State, Investment Advisor and Nebraska/Iowa Insurance licenses. Her BA in Business Administration is from Midland Lutheran College.

Nathan joined Wallace R. Weitz & Company in 2011 as a research associate. Prior to joining Weitz, he completed an internship in 2011 with Moody Aldrich Partners in Boston and worked as an analyst for West Gate Bank from 2008-2009. Nathan graduated in 2009 from the University of Nebraska-Lincoln with a bachelor’s degree in finance, economics and mathematics.