Weitz

Portfolio managers at Weitz have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 50% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Weitz has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. Weitz strategies have failed to have lengthy success. In particular, the firm's 10-year risk-adjusted success ratio demonstrates that only 36% have both survived and beaten their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.