Welton Global Shortlisted for the 2026 HFM US Performance Awards
We are honored to share that Welton Global was shortlisted for a Managed Futures award at this year’s 2026 HFM US Performance Awards.
Chris Keenan
Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives.
Welton Featured in FA Magazine’s Four-Part Series on Alternative Investing
Welton Investment Partners was recently featured in a four-part FA Magazine series dissecting “The New Playbook for Alternative Investing” — a framework for helping advisors think more strategically about the role of alternatives in modern portfolios. Using...
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.”
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.
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
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
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.
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market opportunities, and deliver income when bond yields disappoint.
Offense: Growth Assets and Strategies
Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging opportunities in digital assets.
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.
