Weitz Investment Management Reports Positive Returns Amid Market Volatility

May 26, 2025 - 21:24

Weitz Investment Management has shared insights from its “Multi-Cap Equity Fund” first-quarter 2025 investor letter, highlighting a notable performance amidst a turbulent market. The fund's Institutional Class achieved a return of +0.81% during the first quarter, significantly outperforming the Russell 3000, which saw a decline of -4.72%. This positive return indicates a strategic positioning that has effectively navigated the challenges presented by current market conditions.

The letter also discusses the impact of recent trends, particularly the "AI Trade," which encountered obstacles in late January due to developments involving a Chinese company. This situation underscores the complexities and risks associated with emerging technologies and international markets. Investors are keenly observing how these dynamics will unfold and affect broader investment strategies.

Overall, the fund's performance reflects a disciplined investment approach, focusing on long-term value creation while managing risks in a volatile environment.