Weitz Conservative Allocation Fund’s Q3 2023 Investor Letter

Weitz Investment Management, an investment management firm, released its “Weitz Conservative Allocation Fund” third quarter 2023 investor letter, a copy of which can be downloaded here. During the third quarter, the Institutional Class of the Weitz Conservative Allocation Fund demonstrated a return of -0.87%, outperforming the Morningstar Moderately Conservative Target Risk Index, which experienced a larger decline at -3.03%. Looking at the year-to-date performance, the Fund’s Institutional Class posted a positive return of +5.42%, surpassing the index’s +2.33%. Take a moment to review the fund’s top 5 holdings to gain insights into their primary investment choices for 2023.