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Defense: Income-Generating Assets and Strategies
Defense in football isn’t passive—it’s about controlling the opponent, protecting your field position, and setting up the next opportunity. In portfolios, defensive strategies start with income, then seek to preserve capital and provide stability when equity markets struggle.
Special Teams: Uncorrelated and Tactical Strategies
In football, special teams don’t play every down—but when they take the field, they can change the game. A well-executed kickoff pins the opponent deep. A clutch field goal leads to an overtime victory. A blocked punt shifts momentum entirely. Special teams have the potential to deliver results when the offense and defense falter.
Coaching the Portfolio Through Changing Conditions
Football coaches don’t call the same play every down, but start with a well-designed plan and the flexibility to adjust. They read the defense, assess field position, consider the clock, and adjust their strategy dynamically. They move players on and off the field based on matchups, fatigue, and game flow.
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The 60/40 Portfolio Is Back — But Is It Safe?
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 Proudly Accepts the SBAI’s Invitation to Join as a Core Supporter
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.
Welton named as a category finalist in Institutional Investor’s 20th Annual Hedge Fund Industry Awards
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.
Talking Hedge | Marina del Rey, CA
Texas RIA Summit | Dallas, TX
Beach Clean-Up with Save Our Shores
A big thank you to Save Our Shores, a local organization dedicated to preserving clean shores, healthy habitats and living waters within the Monterey Bay. It was our privilege to partner with you this month to help clean up our local beach. ...