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Weitz Funds Hickory Fund (WEHIX)

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Weitz Hickory historical data, for real-time data please try another search
38.65 +0.33    +0.85%
24/03 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 153.83M
Type:  Fund
Market:  United States
Issuer:  Weitz
Asset Class:  Equity
Weitz Hickory 38.65 +0.33 +0.85%

WEHIX Overview

 
On this page you'll find an in-depth profile of Weitz Funds Hickory Fund. Learn about the key management, total assets, investment strategy and contact information of WEHIX among other information.
Category

Mid-Cap Blend

Total Assets

153.83M

Expenses

1.07%

Inception Date

34060

Investment Strategy

The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. It invests the majority of its assets in common stock of medium-sized companies. If there is cash available for investment and there are not securities that meet the fund’s investment criteria, it may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares.

Contact Information

Address 1125 South 103rd Street, Suite 200
Omaha,NE 68124-1071
United States
Phone +1 8003049745

Top Executives

Name Title Since Until
Andrew S. Weitz Portfolio Manager 2011 Now
Biography Portfolio Manager Mid-Cap Value / Hickory Fund (Since December 2011) Multi-Cap Alternative / Partners III Opportunity Fund (Since July 2020) Multi-Cap Value / Partners Value Fund (Since July 2020) Investment industry experience since 2005 Drew Weitz joined Weitz Investment Management in 2008 as a research analyst. He was promoted to portfolio manager in 2011 and was director of equity research from 2017 to 2020. Previously, Mr. Weitz was a research analyst at Ariel Investments. Mr. Weitz has a bachelor's in computer science from Carleton College.
Wallace R. Weitz Portfolio Manager / Founder / Co-CIO 2003 Now
Biography Co-Chief Investment Officer Portfolio Manager Multi-Cap Alternative / Partners III Opportunity Fund (Since June 1983) Multi-Cap Value / Partners Value Fund (Since June 1983) Mid-Cap Value / Hickory Fund (Since January 2003) Investment industry experience since 1970 Wally Weitz founded Weitz Investment Management in 1983. Prior to launching the Firm, he was an analyst and portfolio manager at Chiles, Heider & Co. Mr. Previously, he was a security analyst at G.A. Saxon & Co. Mr. Weitz has a bachelor's in economics from Carleton College.
Richard F. Lawson Vice President 1993 2002
Biography Lawson has been a vice president with Wallace R. Weitz & Company since 1991. Prior to joining the company, he spent five years as an associate with Temple, Barker & Sloane. Lawson became a Chartered Financial Analyst in 1994.
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