News, Articles, & PR

14 Jan 2022 The Big Picture: Debt, growth and rates’ abnormal relationships creating abnormal conditions (Part II)

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 ESG standards and the rise of low carbon as an asset class in its own right. He also says the relationships between debt, growth and rates, a three-body problem, are now less stable than usual. Finally, he sees “pretty sharp tipping points” in the Chinese economy through the country’s unstable debt levels and its zero-Covid policy. Click...

13 Jan 2022 The Big Picture: Watch out for continuing supply-chain issues and moving commodity prices this year (Part I)

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 specialises in global macro and ESG; it has $1.3bn in AuM and is based in New York and California. The firm has recently sold a minority stake to Nile Capital Group Holdings, LLC, a private equity firm based in Los Angeles. The financial terms of the transaction were not disclosed. In part 1, Dr Welton says supply chain issues and their...

12 Jan 2022 Nile Capital Group Completes Strategic Investment in Welton Investment Partners

New York, NY – Jan. 12, 2022 – Welton Investment Partners (“Welton” or the “Company”), an over $1B Global Macro and ESG investment manager, today announced that Nile Capital Group Holdings, LLC (“Nile”) has completed a strategic minority investment in the Company. Financial terms of the transaction were not disclosed. “We look forward to collaborating with Nile’s experienced team. Their well-known prior successes and excellence align with ours,” said Dr. Patrick Welton, Founder and Chief Investment Officer of Welton. “We have a deep commitment to our business as evidenced by our continuous investment in investment staff, processes, and systems, and...

24 Aug 2021 Why Covid Delta variant emergence may be positive for equities and bonds

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 matter, even though market reactions are often attributed to new data and announcements, he says, market reactions should be attributed to impact from investors. He explains why in this interview. Opalesque: You say the Delta variant emergence is likely positive for equity and bonds. Could you explain? Dr. Pat Welton: As a medical doctor and former medical faculty, I...

21 Aug 2021 Welton ESG Advantage Shortlisted for “ESG Equity Strategy of the Year”

We are pleased to announce that Welton ESG Advantage was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. ESG Equity Strategy of the Year | (Welton ESG Advantage – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton ESG Advantage   # # #   *To be considered for the Pension Bridge Institutional Asset Management Awards a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the...

21 Aug 2021 Welton Global Shortlisted for “Quant/Systematic Strategy of the Year”

We are pleased to announce that Welton Global was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. Quant/Systematic Strategy of the Year | (Welton Global – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton Global   # # #   *To be considered for the Pension Bridge Institutional Asset Management Awards a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager...

03 Mar 2021 Marshall Wace, Brahman, Welton See Hedge Fund ESG Assets Grow (FUNDfire)

Patrick Welton and Basil Williams were interviewed to discuss the goals and design behind Welton’s growing ESG Advantage program which was launched in 2020. ESG Advantage takes a multi-asset class approach to sustainable investing, and its investors today include insurance companies, family offices, and institutional clients. Article by Lydia Tomkiw here (Paywall)  

05 Jan 2021 Welton Earns Three Shortlist Nominations for HFM’s Upcoming U.S. Quant Performance Awards 2021

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this year’s HFM U.S. Quant Performance Awards 2021. Multi-Strategy Quant | Welton Global Systematic Macro Fund | Welton Global Trend Follower | Welton Trend    A complete list of all shortlisted managers can be found here.  Winners will be announced on February 25, 2021. *To be considered for the HFM US Quant Performance Awards, a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager to participate in the selection process. From the...

04 Dec 2020 Welton ESG Advantage Selected as a Finalist for “Best ESG Investment Fund: Multi-Asset” in the Upcoming ESG Investment Awards 2021

We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2021. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage    A complete list of all finalists can be found here. Winners will be announced on February 4, 2021. *To be considered for the ESG Investment Awards, a manager must submit a nomination to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager to participate in the selection process. From the manager applications submitted, finalist managers are identified by the...

29 Jun 2020 Welton Global Awarded Top Performer status by Investors Choice Awards Americas 2020

We are pleased to announce that Welton Global has been awarded  “Top Performer” status in the Managed Futures Fund Category of the Investors Choice Awards Americas 2020 sponsored by Allocator. The annual Investors Choice Awards honor fund managers that have achieved outstanding risk adjusted absolute returns. All funds which are kept up to date on the Allocator platform are considered for an award nomination. The Top Performer Awards are granted to the select few funds which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 Allocator extended the...