Insights & News

Tap into our thinking

I trained as both a physician and a scientist. For decades, I practiced and taught in Medicine and built a firm that hires PhDs. The interviewer’s question probed beyond simple background focusing on a potential dichotomy. “Did those two kinds of minds ever come into conflict in the way I trade?”

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.

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Chart Flash

Coffee Futures +217%, While Bonds Returned 6.4%

Coffee futures returned +217% over the past five years. The S&P 500 gained +142%. US Bonds returned +6.4%. Each moved for different reasons. Stocks followed earnings expectations. Bonds tracked the rate cycle. But coffee prices surged on weather disruptions,...

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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.

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Events

Events Chris Keenan

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.

Apr 23, 2026

Events Chris Keenan

Talking Hedge | Nashville, TN

Join us on Dec 4-5 for Dr. Oren Rosen’s panel, “A Fresh Look at Macro and Risk Mitigation Strategies” featuring representatives from Mission Crest Capital Management, and Multilateral Endowment Management Company.

Nov 11, 2024

Events William Marr

Talking Hedge | Austin, TX

Join us on May 20 for Dr. Oren Rosen’s panel, “Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies,” featuring representatives from Aksia, One River Asset Mgmt, AFBI, and Middlemark Partners.

May 6, 2024

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Insights & News

Tap into our thinking

Insights

The MD and the PhD

The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio

A New Playbook for Client Portfolios

Chart Flash

Coffee Futures +217%, While Bonds Returned 6.4%

News, Articles, & PR

Welton Featured in FA Magazine’s Four-Part Series on Alternative Investing

Patrick Welton Featured on RCM Alternatives Podcast: From Stanford Oncologist to Trend Following Pioneer

Welton Advantage Shortlisted in Two Categories at the 2024 HFM U.S. Performance Awards

Events

Talking Hedge | Austin, TX

Talking Hedge | Nashville, TN

Talking Hedge | Austin, TX

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