Quarterly Investor Letter: Q1 2025
Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the first quarter of 2025, we explore the pullback in U.S. stocks and the market’s reaction to tariff announcements. We also highlight how Wespath develops custom client portfolios based on the unique needs and objectives of the organizations we serve!
Quarterly Investment Performance Report
The WII Quarterly Investment Report features quarterly performance and attribution information for the P Series funds.
Markets at a Glance Video: Q1 2025
Wespath Managing Director of Investment Management Frank Holsteen reviews market and economic activity from the first quarter of 2025, including how many of the trends in recent quarters came to a halt and how tariffs created uncertainty.