As manufacturer priorities and retail margins evolve, auto dealers frequently evaluate strategies to support their bottom line, including investing dealership reinsurance capital. […]
Auto retailers are feeling the pain of a continued market slowdown – on top of significant macroeconomic uncertainty amid the
At the end of 2025, we noted humility in the ability to predict outcomes but confidence in the resilience of
Economic Chartbook Review Objective: WMK has curated a series of economic data points meant to provide an overview of global
Berkshire Hathaway’s 2025 annual letter was penned, for the first time, by Berkshire’s new CEO, Greg Abel rather than Warren
Q4 2025 marked a normalization cycle for automotive retail, defined by softening unit volumes and margin compression. Our analysis explores
Partners in WMK’s Strategic Opportunities equity strategy as well as CFC Required Reserves investments earned reasonable returns in 2025. Our portfolios were conservatively positioned, reinforced by our guiding ethos to own businesses resilient to a range of macro and micro economic environments.
The Challenge WMK Investment Partners recognized an underappreciated opportunity within the casualty insurance space—specifically in the high-frequency, low-severity segment of
The Challenge WMK’s investment strategy emphasizes collaboration with specialized, high-performing third-party managers who demonstrate deep domain expertise. We seek opportunities
The Challenge A Controlled Foreign Corporation’s (CFC) investment policy statement (IPS) mandated a conservative, risk-managed approach centered around fixed income
