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The MD and the PhD
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
A New Playbook for Client Portfolios
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,...
Patrick Welton, Founder & CIO, Was the Featured Guest on the Top Traders Unplugged Podcast
Patrick Welton recently joined Niels Kaastrup-Larsen and co-host Alan Dunne on Top Traders Unplugged (Episode 153), “Why Investors Keep Getting Trend Following Wrong.” They talked about four decades of trading and investing: early lessons from Paul...
Welton Global Shortlisted for the 2026 HFM US Performance Awards
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...
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