Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”. The Large Cap Equity Fund’s Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This disparity arose as equity markets surged amid economic resilience and easing Middle East tensions, while AI-related stock performance soared due to heightened investor interest in "AI bottleneck"...
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