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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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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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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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WMK Investment Partners Q3 2023 Portfolio Review
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 ...
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WMK Investment Partners Q2 2023 Portfolio Review
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 ...
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WMK Investment Partners Q1 2023 Portfolio Review
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 ...
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WMK Investment Partners Q4 2022 Portfolio Review
Partners in WMK’s Strategic Opportunities portfolio experienced a challenging year. While the underlying businesses produced relatively stable – and in many cases strong – operating ...
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WMK Investment Partners Q3 2022 Portfolio Review
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 ...
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