Our Solutions
Differentiated and diversifying
Building portfolios
in pursuit of better outcomes
Drawing upon a library of investment strategies developed over more than three decades of experience, we harness enduring global returns 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.
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.
Advantage Strategies
Focus on improving style-class returns while fully integrating risk allocation and downside protection.
Welton Advantage
An equity hedge strategy that seeks to diversify passive equities by combining active equity returns with improved risk management and downside capture over a full range of market conditions.