Navigating Market Currents: A Review of the Weitz Large Cap Equity Fund's 2025 Performance
Quarterly Performance and Market Context
During the final quarter of 2025, the Institutional Class of the Large Cap Equity Fund recorded a return of +0.55%. This figure was notably lower than the +2.39% achieved by the Bloomberg U.S. 1000 Index. This period saw a deceleration in the growth of artificial intelligence infrastructure, which had previously been a strong market driver. Interestingly, the healthcare sector emerged as a significant contributor to the index's performance during this time.
Annual Review and Investor Commitment
For the entirety of 2025, the Fund's Institutional Class posted a return of -0.23%, standing in stark contrast to the Bloomberg U.S. 1000 Index's impressive +17.51%. Acknowledging these challenging outcomes, the fund management reassures investors of its ability to navigate difficult market conditions, drawing upon past successes in similar environments. The team reiterates its dedication to enhancing future returns for its stakeholders.