WMK Investment Partners Q2 2025 Portfolio Review
Through the first half of 2025, Partners in WMK’s Strategic Opportunities portfolio and our dealership required reserves both delivered meaningful […]
Through the first half of 2025, Partners in WMK’s Strategic Opportunities portfolio and our dealership required reserves both delivered meaningful […]
Through the first quarter of 2025, Partners in WMK’s Strategic Opportunities and dealership required reserves portfolios both outperformed their respective
WMK Group’s Strategic Opportunities portfolio experienced a modest decline in market value during the second quarter. Although we don’t manage
Partners in WMK Group’s Strategic Opportunities portfolio earned a strong return in Q1. Our conglomerate of businesses spans diverse industries—from
Partners in WMK Group’s Strategic Opportunities portfolio earned a strong return in 2023. On an absolute basis, the group of
Partners in WMK Group’s Strategic Opportunities portfolio weathered a challenging third quarter for global equities. We made no significant allocation
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