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Weitz Partners III Opportunity Fund (WPOIX)

NASDAQ Financial Services Asset Management
$12.11 ▼ -0.66%
Market Cap
$337.9M
Sector
Financial Services
Industry
Asset Management
Beta
0.72
52-Wk Range
10.32-12.42
CEO
Country
US
Currency
USD

Weitz Partners III Opportunity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Omaha, NE, US. The stock last traded at $12.11, down 0.66% on the session, giving a market capitalisation of $337.9M. On trailing twelve-month figures it carries a trailing P/E of 14.42, a net margin of 57.9%. Its beta of 0.72 implies it has historically moved less than the broad market.

Valuation & profitability (TTM)
P/E
14.42
Price / Sales
1.64
Price / Book
0.00
EV / EBITDA
0.00
Gross margin
100.0%
Operating margin
94.4%
Net margin
57.9%
Return on equity
Debt / equity
0.17
Current ratio
0.82
Dividend yield
5.5%
Payout ratio
162.2%
Company profile
Exchange
NASDAQ
Employees
IPO date
2011-08-01
Headquarters
Omaha, NE, US
About Weitz Partners III Opportunity Fund

The Weitz Partners III Opportunity Fund's fundamental investment approach is to identify and acquire superior, high-caliber companies that the advisor believes are trading below their true intrinsic value. This fund maintains a flexible, "multi-cap" mandate, enabling it to invest in securities of any company size. Its strategy involves taking long positions in stocks and other financial instruments when the management team forecasts an increase in their market price. Conversely, the fund also strategically utilizes short positions, selling stocks and exchange-traded funds (ETFs), when managers anticipate a decline in the value of these securities.

Comparable companies

Weitz Partners III Opportunity Fund is most often compared with the following Financial Services names:

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