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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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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.
CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises
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.
The Big Picture: The global macro investing environment has come back to normality
Dr. Patrick Welton offers his observations on the themes expected to affect global macro investing and the commodity markets, which he believes have transitioned into a more normal market environment when compared to the previous QE and low-rates years. This transition means there is now a normal prospect of returns for global macro investing.
Texas RIA Summit | Dallas, TX
Join us on September 21 to see Bill Marr’s panel, “Recalibrating the 60/40 Asset Allocation Model,” where panelists will discuss tactics to help clients navigate inflation, higher interest rates, and increasingly frequent market shocks over the short and long-term.
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. ...
Dr. Patrick Welton Speaking at the 2020 J.P. Morgan Macro Quantitative and Derivatives Conference
Event has passed, however, presentation is available by request to: [email protected]. Date: Wednesday, June 10, 2020 Location: Virtual Agenda: 08:00 – 08:10AM Welcome and Opening Remarks Marko Kolanovic – Global Head of Macro Quantitative &...