Wally is the founder and President of Wallace R. Weitz & Company. Wally, a Chartered Financial Analyst, manages Hickory Fund and Partners III Opportunity Fund and co-manages Value Fund and Partners Value Fund.

Wally's investment career began in 1961, at age 12, when he invested the profits from various entrepreneurial ventures. After going through a charting phase in high school, Wally discovered Benjamin Graham's Security Analysis and was converted to value investing. After earning a B.A. in Economics at Carleton College in 1970, Wally spent three years in New York doing security analysis, primarily on the small companies in which G.A. Saxton made over-the-counter markets. In 1973 he joined Chiles, Heider & Co., a regional brokerage firm in Omaha, where he spent ten years as an analyst and portfolio manager. In 1983 he started Wallace R. Weitz & Company, and now heads a group of eight investment professionals that manages approximately $2 billion. Wally's approach to value investing has evolved over the years. It combines Graham's price sensitivity and insistence on a "margin of safety" with a conviction that qualitative factors that allow companies to have some control over their own destinies can be more important than statistical measurements, such as historical book value or reported earnings. Wally has the good fortune to be paid to pursue his favorite hobby, investing, but he also enjoys golf, skiing, tennis, reading, and working with charitable and educational foundations. Wally is on the Board of Trustees for Carleton College and serves on the Executive Committee of Building Bright Futures in Omaha.

Brad joined Wallace R. Weitz & Company in 2001. He is Director of Research for Weitz, the portfolio manager of Balanced Fund and co-portfolio manager of Value Fund and Partners Value Fund.

Brad received a B.S. in Finance from the University of Nebraska-Lincoln in 1990 and an M.B.A. from Dartmouth College in 1994. Prior to joining the firm, Brad was a trading associate and debt manager for ConAgra Foods (1998-2001), a fixed income investment manager for Principal Financial Group (1994-1998) and a staff analyst for the Federal Reserve Bank of Kansas City (1990-1992). Brad has been a Chartered Financial Analyst since 1997.

Tom joined Wallace R. Weitz & Company in 1995. He is the portfolio manager of Nebraska Tax-Free Income Fund, Short-Intermediate Income Fund and Government Money Market Fund.

Tom earned a B.S. in Finance in 1990 from the University of Nebraska-Omaha. He began his investment career in 1982 at Chiles, Heider & Co., Inc., a regional brokerage firm in Omaha, where he held several positions. From 1986 to 1995, he was a municipal securities professional with Smith Barney in Omaha. Tom has been a Chartered Financial Analyst since 1999 and was the president of the CFA Society of Nebraska from 2005-2006.

Jon has served as a research analyst for Wallace R. Weitz & Company since 1997. Prior to joining Weitz, he spent four years in New York City as a practicing CPA with McGladrey & Pullen, LLP. His B.B.A. in Accounting and Computer Applications is from the University of Notre Dame. Jon has been a Chartered Financial Analyst since 2001. Jon currently serves on the board of Big Brothers and Big Sisters of the Midlands.

Barton joined Wallace R. Weitz & Company as a research analyst in 2007. His previous four years were spent as a research analyst at Oak Value Capital Management in Durham, NC and Trilogy Capital Management in Kansas City, MO. Prior to his investment management experience, Barton spent six years as a mergers and acquisition investment banker at George K. Baum & Company and three years as a practicing CPA with Deloitte & Touche, LLC. Barton graduated from the University of Missouri with a B.S. in Accounting. He received an M.B.A. in Finance from Washington University in St. Louis. Barton has been a Chartered Financial Analyst since 1999.

Dave joined Wallace R. Weitz & Company as a research analyst in early 2004. During the previous three years, he worked as an equity analyst with McCarthy Group Asset Management. Dave graduated from Taylor University in Upland, Indiana with a B.S. in Business Systems. He is currently a Level III candidate in the Chartered Financial Analyst program.

Drew joined Wallace R. Weitz & Company in March 2009 as a research analyst. Drew holds a B.A. in Computer Science from Carleton College. While earning his degree, he spent his summers at Weitz working in various capacities. Prior to joining Weitz full-time, Drew spent 2002-2004 expanding the computational research efforts in Carleton’s Department of Physics and Astronomy. Most recently he spent four years with Ariel Investments, a Chicago-based investment firm, as a research associate and research analyst.

Lori has been with Wallace R. Weitz & Company since 1999. Lori transacts bond and equity security trades for the firm and monitors compliance issues. Lori came to Weitz from The Copeland Companies (a division of Citigroup) where she developed and implemented retirement plans for corporate and individual clients. Prior to Copeland, she served seven years as a financial consultant with Shearson Lehman/Salomon Smith Barney. Lori has her General Securities, Uniform State, Investment Advisor and Nebraska/Iowa Insurance licenses. Her B.A. in Business Administration is from Midland Lutheran College. Lori is actively involved in Winner’s Circle in Omaha.