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.