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News and Insights from <name>

InsightsWilliam MarrDr. Patrick Welton
Building Better Portfolios: How to Select a Macro or Trend Manager

Building Better Portfolios: How to Select a Macro or Trend Manager

You’ve decided that Macro or Trend is right for your portfolio, but now what? How do you narrow the field with so many managers and offerings? We discussed this ourselves, and here’s a short video clip to get you started.

Authors

  • William Marr

    Bill leads business development for Welton’s multi-channel, multi-geography strategy to meet increased investor demand as newer segments seek to add alternatives to their portfolios.



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  • Dr. Patrick Welton

    An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.



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InsightsDr. Patrick Welton
CIO Memo: Macro Allocation Perspectives for 2024

CIO Memo: Macro Allocation Perspectives for 2024

Where can Macro contribute the most, and how might this change in the year ahead? The engines are returns, noncorrelation, and downside performance, and each contributes in essential ways.

Author

  • Dr. Patrick Welton

    An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.



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InsightsDr. Patrick WeltonGuillaume Detrait
Finding Value in Drawdowns

Finding Value in Drawdowns

Investors’ natural aversion to drawdowns can lead some to harmful action or inaction well-described in the field of behavioral finance. The best strategic and tactical investors harness a disciplined pursuit of value to capture the available excess return.

Authors

  • Dr. Patrick Welton

    An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.



    View all posts


  • Guillaume Detrait

    Guillaume oversees Welton’s operations and enterprise risk management, ensuring that all systems, resources, and people are in place to achieve the firm’s goals.



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Welton Investment Partners