Summary
The fund seeks capital appreciation by investing in mid-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in above-average to highest-quality businesses that are trading at a discount to their estimated intrinsic value.
The team then evaluates a company based on factors such as competitive position, r
Link
Directors
Jun 14, 2022- John W. Hancock
- Dana E. Washington
- Lorraine Chang
- Justin B. Wender
- Delmer L. Toebben
- Wallace R. Weitz
Chief Compliance Officer
- John R. Detisch
Fund Manager(s)
Price
Company Name |
Holding |
| COSTAR GROUP, INC. | 6.91 % |
| LICT CORPORATION | 5.91 % |
| LKQ CORPORATION | 5.13 % |
| LIBERTY BROADBAND CORPORATION | 5.05 % |
| LIBERTY SIRIUS XM | 4.92 % |
| LABORATORY CORPORATION OF AMERICA HOLDINGS | 4.83 % |
| HEICO CORPORATION | 4.76 % |
| CarMax, Inc. | 4.23 % |
| Markel Corporation | 3.84 % |
| JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares | 3.74 % |
| More |
Performance
YTD
-
3 Year
-0.49%
5 Year
-3.78%
Best
47.95%
2003
Worst
-41.59%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -3.5% | -13.2% | 8.7% | -27.7% | 16.7% | -1.4% | 4.2% | 2.9% | 4.5% |
| Q2 | - | - | -13.1% | 5.3% | 15.6% | 6.3% | 3.1% | 2.6% | 1% | -3.9% |
| Q3 | - | - | -9.1% | -9.6% | -1.6% | 1.6% | 2.9% | 2.7% | 4.5% | -10.2% |
| Q4 | - | - | 1.5% | 6.7% | 18.1% | 5% | -15.4% | -2.4% | 1.5% | 2.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 9.7% | -4.8% | -7.7% | - | - | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | -4% | -30% | 10% | -3% | 34% | -14% | 8% | 10% | -8% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WEHIX | - | -4% | -30% | 10% | -3% | 34% | -14% | 8% | 10% | -8% |
| Russell Midcap | - | - | -3% | 26% | 3% | 24% | -14% | 11% | 17% | -7% |
| Alpha | - | -4% | -28% | -16% | -5% | 10% | 1% | -3% | -7% | -1% |