Insights & Resources

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 ...

Partners in WMK’s Strategic Opportunities portfolio own a piece of a number of high-quality enterprises. While you will see multiple “tickers” on your brokerage statement, ...

Partners in WMKI’s Strategic Opportunities equity strategy continue to own a small piece of several high-quality businesses. You can take comfort knowing that our businesses ...

On December 1st, 2020, a “little” company called Slack signed a definitive agreement to be purchased by the CRM behemoth Salesforce for $27.7B. The transaction ...

Partners in WMKI’s Strategic Opportunities portfolio currently own 19 high quality businesses. A few facts about the portfolio: ~33% of the portfolio is in companies ...