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The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect recognition that modern portfolios need more than stocks and bonds to deliver diversification, manage risk, and capture new return opportunities.
A New Playbook for Client Portfolios
A New Playbook for Client Portfolios
Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough.
Framing the History of Alts and Asset Allocation Through Football
Framing the History of Alts and Asset Allocation Through Football
This 60/40 playbook worked well during eras of falling rates and reliably negative correlations between stocks and bonds. But the game has changed. Investors are concerned about stretched valuations in key asset classes. Interest rates have ratcheted higher. And inflation is unpredictable. As a result, stocks and bonds have become more correlated, meaning both assets may fall together, challenging portfolio diversification.
Coffee Futures +217%, While Bonds Returned 6.4%
Coffee Futures +217%, While Bonds Returned 6.4%
Coffee futures returned +217% over the past five years. The S&P 500 gained +142%. US Bonds returned +6.4%. Each moved for different reasons. Stocks followed earnings expectations. Bonds tracked the rate cycle. But coffee prices surged on weather disruptions,...
Patrick Welton Featured on RCM Alternatives Podcast: From Stanford Oncologist to Trend Following Pioneer
Patrick Welton Featured on RCM Alternatives Podcast: From Stanford Oncologist to Trend Following Pioneer
Welton Investment Partners is pleased to share that our Founder and Chief Investment Officer, Patrick Welton, was recently featured on RCM Alternatives’ acclaimed podcast, The Derivative, in an episode titled, “The Doctor Who Traded Pork Bellies: Patrick Welton’s Journey from Stanford Oncologist to One of Trend Following’s Quiet Legends.”
Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards
Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards
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 Appoints William Marr as Head of Business Growth
Welton Investment Partners Appoints William Marr as Head of Business Growth
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.
Talking Hedge | Austin, TX
Talking Hedge | Austin, TX
Join us on May 20-21 for Dr. Oren Rosen’s panel, “Details Matter: How Design Decisions in Systematic Strategies Drive Outcomes” featuring representatives from RCM Alternatives, Metori Capital, Cerity Partners, and O’Brien Investment Group.
Talking Hedge | Nashville, TN
Talking Hedge | Nashville, TN
Join us on Dec 4-5 for Dr. Oren Rosen’s panel, “A Fresh Look at Macro and Risk Mitigation Strategies” featuring representatives from Mission Crest Capital Management, and Multilateral Endowment Management Company.
Talking Hedge | Austin, TX
Talking Hedge | Austin, TX
Join us on May 20 for Dr. Oren Rosen’s panel, “Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies,” featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.