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Blog WMK Investment Partners Q1 2026 Portfolio Review
At the end of 2025, we noted humility in the ability to predict outcomes but confidence in the resilience of the various portfolios we share ...
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Blog WMK Economic Update: Q1 2026
Economic Chartbook Review Objective: WMK has curated a series of economic data points meant to provide an overview of global asset class performance, macroeconomic fundamentals, ...
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Blog Applying the Berkshire Framework to Investment Due Diligence
Berkshire Hathaway’s 2025 annual letter was penned, for the first time, by Berkshire’s new CEO, Greg Abel rather than Warren Buffett. At WMK, we view ...
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Blog Automotive Retail Market Analysis: Q4 2025
Q4 2025 marked a normalization cycle for automotive retail, defined by softening unit volumes and margin compression. Our analysis explores the deepening affordability crisis and ...
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Blog WMK Investment Partners Q4 2025 Portfolio Review
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 ...
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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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