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These are Wallace Weitz’s favorite funds

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Michelle deBoer-Jones
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Wallace Weitz of Weitz Funds has invested millions of dollars in charity work through his Weitz Family Foundation over the years. A look at the foundation's 990-PF filing reveals some of his favorite funds. The most recent filing that's available is for the fiscal year that ended in August 2019.

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Wallace Weitz's Favorite Funds

There aren't many funds on the filing for that fiscal year, but they are all Weitz funds. The first is the publicly traded Weitz Hickory Fund, which focuses on mid-cap funds.

The 990 also includes two Partners funds: The Partners III Opportunity Fund and Partners Value Fund. Both of...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.