We are focused on alpha, absolute return, and diversification.

As investors already well-know, the world already has too much equity Beta.

equ

Equities are:

  • Prone to periods of destructively high volatility,

  • Undergoing a period of tepid forward expectations,

  • And yet, as equities are still the reigning go-to allocation to generate the much-needed return amplitude that fixed income cannot.

Worse still, even many “diversifying investments” are actually driven by the same market behaviors that fuel global equities. In other words, they’ll rise and fall at the same times.

  • Asset growth

  • Economic growth

  • Inflation/deflation

  • Debt service fidelity

  • Common risk premia

We are different. We seek out strategies to help us deliver purposeful outcomes, outcomes that investors so badly need today.

a

Alpha

a

Absolute Return

a

Diversification

a

High Sharpe

There are many, many recurring drivers behind these investments too. These drivers are widely recognized, but not necessarily methodically harnessed for their investment potential.

  • Volatility changes
  • Correlation convergences and divergences
  • Liquidity preference shifts
  • Tail risk events
  • Asset valuation changes
  • Transient pricing anomalies
  • Risk premia shifts

Our pursuit compels us to take a broad view of the investment landscape because these opportunities exist widely, and breadth grows and diversifies our sources of return.

we-trade-the-world

Technology is a key component of our success.

  • Proprietary research and investment systems

  • Timely access to market information

  • Dynamic portfolio balancing platform

  • Comprehensive risk management

wely

People—last, but hardly least—are the beginning, middle, and end of our Investment Philosophy.

Our people are the spark that ignites new ideas.

Our people are data scientists, critically evaluating our research and vigilantly seeking out new improvements.

Our people are trusted partners to our clients, keeping us abreast of their needs and concerns so that our investment focus always aligns with achieving their goals.

Welton Investment Partners
Eastwood Building
San Carlos between 5th and 6th
P.O. Box 6147
Carmel, California 93921

welt-white

The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results.