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Wallace R. Weitz, CFA
President Portfolio Manager - Partners III Opportunity Fund Co-Portfolio Manager - Value Fund, Partners Value Fund and Hickory Fund |
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. |
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Bradley P. Hinton, CFA
Director of Research Portfolio Manager - Balanced Fund Co-Portfolio Manager - Value Fund and Partners Value Fund |
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. |
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Thomas D. Carney, CFA
Portfolio Manager - Short-Intermediate Income Fund, Nebraska Tax-Free Income Fund and Government Money Market Fund |
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. |
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Jonathan A. Baker, CFA
Research Analyst Co-Portfolio Manager - Research Fund |
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. |
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David A. Perkins, CFA
Research Analyst Co-Portfolio Manager - Value Fund and Research Fund |
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. |
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Barton B. Hooper, CFA
Research Analyst Co-Portfolio Manager - Research Fund |
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. |
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Andrew S. Weitz
Research Analyst Co-Portfolio Manager - Hickory Fund and Research Fund |
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. |
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