Author name: William Knowles

Partners in WMK Group’s Strategic Opportunities portfolio earned a reasonable return in the first half of 2023. In keeping with […]

Partners in WMK Group’s Strategic Opportunities portfolio earned a modest return in the first quarter of 2023. While the results

Partners in WMK’s Strategic Opportunities portfolio experienced a challenging year. While the underlying businesses produced relatively stable – and in

Partners in WMK’s Strategic Opportunities portfolio have experienced significant volatility along with the broader market. The market value of our

Partners in WMK’s Strategic Opportunities portfolio suffered a price decline in marketable securities in the second quarter. A broad selloff

Partners in WMK’s Strategic Opportunities portfolio have not been immune to the volatility of the markets this year. We entered

Partners in WMK’s Strategic Opportunities portfolio enjoyed a strong absolute return in the past year. I believe our conglomerate of

Partners in WMK’s Strategic Opportunities portfolio own a piece of a number of high-quality enterprises. While you will see multiple

Partners in WMKI’s Strategic Opportunities equity strategy continue to own a small piece of several high-quality businesses. You can take comfort knowing that our businesses are led by individuals who are either founders or management teams that exhibit founder-like qualities of passion, obsession, and a long-term time horizon.

On December 1st, 2020, a “little” company called Slack signed a definitive agreement to be purchased by the CRM behemoth Salesforce for $27.7B. The transaction represents a massive ~54% premium to Slack’s share price before the acquisition was rumored!