We are honored to share that Welton Advantage was shortlisted in two categories at this year’s 2024 HFM US Performance Awards: "Equity, US-Only," and "Multi-Strategy Under $1bn." Thank you to HFM, and hearty congratulations to the distinguished fellow nominees.
Welton Investment Partners today announced that it has appointed William Marr as Head of Business Growth. This is an expanded role for the alternative investment strategy veteran who joined Welton in April 2022 as Senior Managing Director to launch and lead Welton’s Wealth Management Group.
Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX).
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Welton ESG Advantage wins ESG Fund of the Year at the 2023 HFM US Performance Awards.
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below.
The wisdom of the venerable 60/40 allocation was questioned in 2021 amid the end of the 40-year bond bull market. But now, some major media outlets are declaring that 60/40 is back. But is it safe?
Welton is pleased join this select group of institutional investors and asset managers devoted to serving the SBAI's mission to improve outcomes within the alternatives industry.
We are honored to share that Welton Investment Partners has been named among six finalists within the category of “Quantitative Hedge Fund Manager of the Year” in Institutional Investor’s 20th Annual Hedge Fund Industry Awards.
The relatively strong performance of hedge funds overall during last year’s public markets rout – and continued interest in the asset class in the face of ongoing economic uncertainty – is sparking renewed interest in the asset class among financial advisors and their high-net-worth clients.
