Our Philosophy

Throughout its history Wharton Equity Partners has had a singular vision: Be alert to the world around us and maintain a flexible investing style so that the firm can take advantage of situations as they emerge.

This approach has sometimes been lonely as we have pursued strategies not readily apparent to others. However, more than ever in this age of transparency brought on by the ubiquity of the Internet, one must see beyond the “ordinary” to find opportunities that generate the best risk-adjusted returns. Moreover, deep relationships are critical to getting exposed to transactions that are not widely marketed.

In order to stay nimble and to leverage the full advantage of over three decades of experience, Wharton Equity’s key principals play a very active role in defining strategies, overseeing investments and interacting with investors and lenders. This hands-on approach has been a basic tenet since the firm’s inception in 1987, and is the main reason why our philosophy is one of being inquisitive, forward-thinking, and informed.

Learn about Wharton Equity Partners:
Our History  |  Our ESG Policy  |  Our Team