Our Solutions

Differentiated and diversifying

Building portfolios
in pursuit of better outcomes

Drawing on an enduring library of investment strategies developed over more than three decades of experience, we harness returns globally from four major asset classes: foreign exchange, commodities, fixed income, and equities.  We combine them in creative ways to achieve the alpha and capital preservation that sophisticated investors seek. Our strategy depth enables us to offer investment solutions that can help you:

  • augment investment returns,
  • mitigate systemic risks, and
  • achieve portfolio diversification across market cycles.

Hedge Strategies

Focus on generating true diversifying
returns across market cycles.

Welton Global

Focuses on absolute returns and true diversification across economic cycles. Features little to no correlation to broader markets and incorporates dedicated downside equity protection. Launched in 2004.

Welton Trend

Focuses on multi-asset class long-term trend returns across economic cycles. Features true diversification through little to no correlation to broader markets. Launched in 2012.

Advantage Strategies

Focus on improving style-class returns while fully integrating risk allocation and downside protection.

ESG Advantage

Advancing ESG investing by seeking to outperform equity indices over market cycles while lowering risks. Combines a multi-asset class, rigorously screened ESG portfolio with fully integrated risk allocation and downside protection strategies. Launched in 2020.

ESG Catholic Advantage

Advancing Catholic investing with USCCB Catholic-complaint multi-asset class ESG-screened portfolios that seek to outperform equity indices over market cycles by utilizing fully integrated risk allocation and downside protection strategies. Launched in 2020.

Capital Strategies

Focus on returning high multiples on invested capital while improving risks in private asset portfolios.

Global Risk Capture