Weitz Partners III Opportunity Fund (WPOIX) Research
The Weitz Partners III Opportunity Fund's fundamental investment approach is to identify and acquire superior, high-caliber companies that the advisor believes are trading below their true intrinsic value. This fund maintains a flexible, "multi-cap" mandate, enabling it to invest in securities of any company size. Its strategy involves taking long positions in stocks and other financial instruments when the management team forecasts an increase in their market price. Conversely, the fund also strategically utilizes short positions, selling stocks and exchange-traded funds (ETFs), when managers anticipate a decline in the value of these securities.
Market snapshot
- Symbol
- WPOIX
- Price
- $11.10
- Day change
- +0.18%
- Market cap
- $334.6M
- 52-week range
- 10.32-12.42
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert Moderate Allocation Fund (CMAAX)
- Columbia Select Small Cap Value Fund (CSSZX)
- Green Century Balanced Fund (GCBLX)
- Marsico Growth Fund (MGRIX)
- BlackRock MuniVest Fund, Inc. (MVF)
- BlackRock MuniYield New York Quality Fund, Inc. (MYN)
- Oberweis International Opportunities Fund (OBIOX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund (PRLAX)
Open Weitz Partners III Opportunity Fund (WPOIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.