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.
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.
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 strategies – especially macro, managed futures and quant strategies –are positioned to flourish and the majority of hedge fund investors have said they plan to hold allocations steady in the coming year.
In the bull market, Welton faced challenges pitching a strategy that would protect on the downside. But the bear market changed everything.
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. In this final part, he talks about...
B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. Welton Investment Partners...
How might an investor protect themselves from the recent inflationary spike? How might they rationally act as the news is worsening? From a macroeconomic investor perspective, I offer caution in reacting to the news. The crescendo of news transmits multiple...
B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related...
by Guillaume Detrait, President & Chief Risk Officer [email protected] During my 13-year tenure at Welton, I've overseen periods of growth, change, and the 2020 Covid pandemic crisis. And while each of these periods brought its own unique challenges, one...
Event: Reuters ESG Investment North America 2021 Date: Wednesday, June 16, 2021. 1:15 PM - 2:00 PM EDT Location: Webinar Panel Agenda: Authentic ESG Fund Selection: Understand how new funds can demonstrate true, full ESG integration due to no encumberment of...