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WPOIX Weitz Partners III Opportunity Investor Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA).

Industry description

The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

Market Cap

The average market capitalization across the Weitz Partners III Opportunity Investor MF is 785.99B. The market cap for tickers in the group ranges from 8.18B to 2.13T. AMZN holds the highest valuation in this group at 2.13T. The lowest valued company is LBRDK at 8.18B.

Volume

The average weekly volume growth across all stocks in the Weitz Partners III Opportunity Investor MF was 94%. For the same stocks of the MF, the average monthly volume growth was 149% and the average quarterly volume growth was 99%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 34
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com
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WPOIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPOIX has been closely correlated with DHLSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPOIX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPOIX
1D Price
Change %
WPOIX100%
-1.37%
DHLSX - WPOIX
89%
Closely correlated
-0.34%
NLSCX - WPOIX
59%
Loosely correlated
-0.62%
NLSIX - WPOIX
59%
Loosely correlated
-0.59%
REMIX - WPOIX
59%
Loosely correlated
-0.93%
NLSAX - WPOIX
58%
Loosely correlated
-0.60%
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