Nine value mutual funds built to perform by a patient, experienced investment team with an instinct for opportunity.

Consulting

Weitz Investment Management

Weitz Investment Management's headquarters in Omaha, NE, United States

Wallace Weitz

Bradley Hinton

James Boyne

The Client Relationship Management team at Weitz Investment Management is dedicated to fostering strong partnerships with clients and intermediaries. They focus on understanding client needs, delivering exceptional service, and effectively communicating investment strategies to ensure client satisfaction and retention. This team plays a crucial role in building trust and loyalty, ultimately contributing to the firm's long-term success.

Client Relationship Management

The Investment Research and Analysis team at Weitz Investment Management is responsible for conducting in-depth analysis of potential investment opportunities across equity and fixed income markets. This team blends extensive market insight with rigorous research methodologies to inform the management of value mutual funds, ensuring each investment aligns with the firm's strategy of patience and opportunity-seeking. Their collaborative efforts enable the identification of overlooked assets and the development of informed investment recommendations that drive fund performance.

Investment Research and Analysis

The Finance and Operations team at Weitz Investment Management is responsible for managing financial strategies and operational efficiencies to support the firm’s value mutual funds. This team oversees financial reporting, compliance, and technology initiatives, ensuring that the investment team has the resources and infrastructure needed to capitalize on market opportunities while maintaining regulatory standards. They also handle client relationships and respond to requests for proposals, enhancing communication and engagement with stakeholders.

Finance and Operations

The Leadership Team at Weitz Investment Management is responsible for setting the strategic direction of the firm and overseeing the investment process across its nine value mutual funds. Comprising experienced professionals in portfolio management and client relations, the team collaborates to identify investment opportunities, manage risk, and ensure alignment with the firm's long-term goals while fostering relationships with consultants and clients.

Leadership Team

This department manages office operations and oversees system maintenance to ensure a functional work environment.

Administration Services

This department analyzes and evaluates credit investments to inform financial decision-making.

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Weitz Investment Management

Org chart

Teams

Client Relationship Management

Investment Research and Analysis

Finance and Operations

Leadership Team

Administration Services

Credit Analysis

Offices

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Weitz Investment Management

Org chart

Teams

Client Relationship Management

Investment Research and Analysis

Finance and Operations

Leadership Team

Administration Services

Credit Analysis

Offices

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