Opportunity

Wally Weitz’s Partners III Opportunity Fund 1st-Quarter Commentary

The Companions III Chance Fund’s Institutional Course returned -sixteen.17% in the very first quarter of 2020 when compared to -19.60% for the S&P five hundred (the Fund’s major benchmark) and -twenty.ninety% for the Russell 3000. For the calendar year ending March 31, 2020, the Fund returned -5.83% when compared to -six.98% for the S&P five hundred and -nine.thirteen% for the Russell 3000.

There was extraordinary volatility in the stock and bond marketplaces during the very first quarter of 2020. The COVID-19 disaster has unfolded at an alarming pace, placing the country and much of the environment in a variety of

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