Weitz ’70 Investment Strategies Documented By Bloomberg
Wally Weitz ’70, former Carleton Board of Trustee chair, is the focus of a Sept. 3 article on Bloomberg.com, detailing his investment strategies that earned his firm’s Weitz’s Partners III Opportunity Fund (WPOPX)the distinction of being named the best risk-adjusted performance among U.S. value funds in the past five years, according to the Bloomberg Riskles Return Ranking. The article details Weitz’s similarities and differences with fellow Omaha resident Warren Buffet, as well as media mogul John Malone. “He’s Buffett with a lot less zeros,” said Bradley Alford, founder of Alpha Capital Management LLC in Atlanta, who owns shares in the Opportunity fund.
Wally Weitz ’70, former Carleton Board of Trustee chair, is the focus of a Sept. 3 article on Bloomberg.com, detailing his investment strategies that earned his firm’s Weitz’s Partners III Opportunity Fund (WPOPX)the distinction of being named the best risk-adjusted performance among U.S. value funds in the past five years, according to the Bloomberg Riskles Return Ranking. The article details Weitz’s similarities and differences with fellow Omaha resident Warren Buffet, as well as media mogul John Malone. “He’s Buffett with a lot less zeros,” said Bradley Alford, founder of Alpha Capital Management LLC in Atlanta, who owns shares in the Opportunity fund.