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Quarterly Investor Letter: Q4 2024

Wespath’s quarterly letter for institutional investors provides pertinent market and fund information, plus insights from members of our investment team. For the fourth quarter of 2024, we explore the market’s reaction to the U.S. elections and highlight how Wespath’s investment process drove the launch of two new funds.

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Quarterly Investment Performance Report

The WII Quarterly Investment Report features quarterly performance and attribution information for the P Series funds.

Quarterly Investment Performance Report

The WII Quarterly Investment Report features quarterly performance and attribution information for the P Series funds.

Markets at a Glance: Q4 2024

While the U.S. presidential election was the biggest story in the fourth quarter of 2024, Wespath Managing Director of Investment Management Frank Holsteen explains why it was just one of many factors affecting the U.S. and international markets.