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.
News, Articles, & PR
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.”
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 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.
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund
Catalyst Funds, a provider of alternative investment solutions, and Welton Investment Partners, the alternative investment manager focused on the pursuit of returns across market environments, today announced the launch of the Catalyst/Welton Advantage Multi-Strategy Fund (CWEIX).
5 Things Every RIA Needs To Know About Investing In Alternatives
For many wealth advisors, the idea of adding alternatives can be overwhelming. It’s unfamiliar terrain, so where to start? To help, our own Bill Marr drew on his decades of alternatives experience to author the following piece for Financial Advisor Magazine.
Welton Wins ESG Fund of the Year at the 2023 HFM US Performance Awards in New York
Welton ESG Advantage wins ESG Fund of the Year at the 2023 HFM US Performance Awards.
Two Welton Programs Shortlisted for the 2023 HFM US Performance Awards
We are honored to share that Welton Trend and Welton ESG Advantage were shortlisted for awards at this year’s 2023 HFM US Performance Awards. Thank you to HFM, and hearty congratulations to the distinguished fellow nominees listed below.
The 60/40 Portfolio Is Back — But Is It Safe?
The wisdom of the venerable 60/40 allocation was questioned in 2021 amid the end of the 40-year bond bull market. But now, some major media outlets are declaring that 60/40 is back. But is it safe?
