Firm Description

Wilkinson Global Asset Management, LLC is an SEC-registered* asset management and investment advisory firm based in New York, New York. The firm manages balanced, equity and fixed income strategies to serve the needs of individuals, families and institutional investors worldwide.

History 

Wilkinson Global Asset Management, LLC launched in December 2018, but the firm’s history dates to the founding of Dudley & Wilkinson in October 1972. The current leadership joined in the early 1990s and has employed a consistent investment approach and built a cohesive team through a multi-decade corporate evolution.

Investment Approach

Wilkinson Global Asset Management, LLC employs a concentrated, quality-oriented and high conviction investment philosophy. The investment process incorporates bottom-up, fundamental analysis with a macro overlay that informs sector and geographic allocation in addition to asset allocation and security selection.

The firm’s investment approach is classical and rooted in four basic principles:

  1. Stock prices are ultimately driven by corporate revenues, earnings and cash flows.
  2. Invest for the long term to maximize the power of compounding.
  3. Maintain a global perspective – there’s always prosperity somewhere.
  4. Focus on enduring investment themes – the economic forces that drive growth, return on capital and wealth creation.

Investment Team & Firm Leadership

Wilkinson Global Asset Management, LLC’s investment team has more than a century of cumulative investment experience and the core management team has built and run successful investment firms for over 25 years.

Donald M. Wilkinson III, CFA – Chairman and CEO, Lead Portfolio Manager and Analyst
Juerg Grimm – Portfolio Manager and Analyst
William J. Welsh – Portfolio Manager and Analyst
Lindsay Blitstein, CFA – Analyst
Ryan J. Dodge, CFA – Analyst
D. McLean (“Mac”) Wilkinson IV, CFA – Analyst

Charles C. Wilkinson – COO, CFO and CCO
Elsete Badushov – Vice President of Operations


*The registrations and memberships of Wilkinson Global Asset Management LLC do not imply a certain level of skill or expertise or that any of the SEC, FINRA or SIPC have endorsed the company.