Weitz Large Cap Equity Fund Q1 2025 Commentary

2025-05-30 05:27:00 ET

Summary

• The Large Cap Equity Fund’s Institutional Class posted reasonable relative results in a challenging first quarter market environment, returning -3.79% compared to -4.49% for the Russell 1000 Index.
• The year started with a strong rally in January, driven by investor enthusiasm about a perceived pro-growth agenda from the new administration and the promise of continued advances in generative artificial intelligence.
• We reshaped and diversified the Fund’s mega-cap tech exposure during the quarter.

The Large Cap Equity Fund’s Institutional Class posted reasonable relative results in a challenging first quarter market environment, returning -3.79% compared to -4.49% for the Russell 1000 Index....

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