Insights & Resources

Partners in WMK Group’s Strategic Opportunities portfolio weathered a challenging third quarter for global equities. We made no significant allocation adjustments during the quarter, and ...

Partners in WMK Group’s Strategic Opportunities portfolio earned a reasonable return in the first half of 2023. In keeping with our stated objectives, we have ...

Partners in WMK Group’s Strategic Opportunities portfolio earned a modest return in the first quarter of 2023. While the results were not robust, the portfolio ...

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

Partners in WMK’s Strategic Opportunities portfolio have experienced significant volatility along with the broader market. The market value of our business holdings declined, but performed ...

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

Partners in WMK’s Strategic Opportunities portfolio have not been immune to the volatility of the markets this year. We entered fully invested, aligned with our ...

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