A “Toolbox” View on Long/Short Equity

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  • 19 mins 23 secs
There is more to long/short equity than GameStop, short squeezes, and Reddit. Weitz Investment Management’s Wally Weitz, CFA, is among the longest-tenured portfolio managers in the long/short equity space. He and co-PM Drew Weitz discuss how they’re managing their long/short portfolio – the Weitz Partners III Opportunity Fund – where they see opportunities today, and their view on the economic recovery in 2021.


Weitz Investment Management

The opinions expressed are those of Weitz Investment Management and are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of publication, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This commentary is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor's specific objectives, financial needs, risk tolerance and time horizon.

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Weitz Securities, Inc. is the distributor of the Weitz Funds.