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 791.14B. The market cap for tickers in the group ranges from 8.18B to 2.17T. AMZN holds the highest valuation in this group at 2.17T. 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 22%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 52%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 59
Price Growth Rating: 43
SMR Rating: 100
Profit Risk Rating: 47
Seasonality Score: -5 (-100 ... +100)