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

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

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.

The average market capitalization across the Weitz Partners III Opportunity Investor MF is 803.31B. The market cap for tickers in the group ranges from 8.18B to 2.25T. AMZN holds the highest valuation in this group at 2.25T. The lowest valued company is LBRDK at 8.18B.

The average weekly volume growth across all stocks in the Weitz Partners III Opportunity Investor MF was 5%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 35%