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Case Study Case Study: Building Scalable Returns Through Reinsurance Investment
The Challenge WMK Investment Partners recognized an underappreciated opportunity within the casualty insurance space—specifically in the high-frequency, low-severity segment of risk. These types of exposures, ...
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Case Study Case Study: Elevating Returns Through Specialized Multi-Family Investment Management
The Challenge WMK’s investment strategy emphasizes collaboration with specialized, high-performing third-party managers who demonstrate deep domain expertise. We seek opportunities in sectors where risk-adjusted returns ...
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Case Study Case Study: CFC Required Reserve Portfolio
The Challenge A Controlled Foreign Corporation’s (CFC) investment policy statement (IPS) mandated a conservative, risk-managed approach centered around fixed income investing. This posed a significant ...
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Blog 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 growth. Despite volatility caused by ...
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Blog WMK Investment Partners Q1 2025 Portfolio Review
Through the first quarter of 2025, Partners in WMK’s Strategic Opportunities and dealership required reserves portfolios both outperformed their respective benchmarks. Equity Performance Global equity ...
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Blog WMK Investment Partners Q2 2024 Portfolio Review
WMK Group’s Strategic Opportunities portfolio experienced a modest decline in market value during the second quarter. Although we don’t manage the portfolio against a benchmark, ...
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Blog WMK Investment Partners Q1 2024 Portfolio Review
Partners in WMK Group’s Strategic Opportunities portfolio earned a strong return in Q1. Our conglomerate of businesses spans diverse industries—from e-commerce platforms to fire suppression ...
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Blog WMK Investment Partners Q4 2023 Portfolio Review
Partners in WMK Group’s Strategic Opportunities portfolio earned a strong return in 2023. On an absolute basis, the group of companies that make up our ...
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