Finding Value in Drawdowns

Jun 3, 2023 | Insights

A drawdown is a decline following a recent peak of investment gains. Most investments have them, and they share one thing in common. Nobody likes them. Behaviorally, many feel emotional tension, their minds still anchoring on the recent high. Investors’ natural...

Performance Drivers Return for Quant Macro and Trend Following

Jun 2, 2023 | Insights

Many investors are rediscovering Quant Macro and Trend Following after a bruising 2022 for equities, bonds, and other asset classes. The S&P 500 lost -18%, but worse, bonds lost -13% when they were supposed to provide much relied-upon diversification. By...

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

May 16, 2023 | Insights

Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital...

Welton named as a category finalist in Institutional Investor’s 20th Annual Hedge Fund Industry Awards

Mar 17, 2023 | News, Articles, & PR

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. We extend our hearty congratulations to...

CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises

Mar 15, 2023 | News, Articles, & PR

Buoyed by solid performance last year, hedge funds such as Welton and Graham Capital are building up distribution to high-net-worth advisors. By Chris Larson March 15, 2023 The relatively strong performance of hedge funds overall during last year’s public markets rout...

Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London

Feb 28, 2023 | News, Articles, & PR

We are honored to share that Welton ESG Advantage won “Best ESG Investment Fund: Multi-Asset” at the ESG Investing Awards in London on February 23, 2023. Selection was determined by a panel of independent judges comprised of financial market professionals, academics,...

The Big Picture: The global macro investing environment has come back to normality

Feb 22, 2023 | News, Articles, & PR

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the themes expected to affect global macro investing and the commodity markets. Welton is an alternative asset manager founded in...

Welton Investment Partners Announces Partnership with iCapital to Provide the Wealth Management Community with Access to its Multi-Strategy Macro Program

Feb 15, 2023 | News, Articles, & PR

New York – February 15, 2023 — Welton Investment Partners (Welton), the alternative investment manager focused on the pursuit of consistent returns across market environments, today announced the firm’s strategic partnership with iCapital, the leading global fintech...

Macro, Managed Futures, Quant Strategies Primed for Strong ’23

Jan 9, 2023 | News, Articles, & PR

By Lydia Tomkiw January 4, 2023 *Selected excerpts appear below by permission from Money-Media Inc. Hedge fund managers are starting 2023 after a year where the industry saw wide performance dispersion and elevated outflows. But amid the challenges of 2022, some...

Welton ESG Advantage Earns Its Second Finalist Nomination for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2023

Dec 19, 2022 | News, Articles, & PR

We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2023. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage  Welton’s multi-asset ESG program represents an “all weather” approach that...