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.
Investors' natural aversion to drawdowns can lead some to harmful action or inaction well-described in the field of behavioral finance. The best strategic and tactical investors harness a disciplined pursuit of value to capture the available excess return.
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 comparison, indices like the SG Trend Index returned +27% in 2022, recapturing investors’ interest in Quant Macro and Trend Following.
by Guillaume Detrait, President & Chief Risk Officer [email protected] For more than 2 years, Welton has been engaged in the process of preparing our ESG Advantage strategy to comply with the global regulatory and reporting frameworks including SFDR and...
