The MD and the PhD
What years of trading taught me about the two minds inside a good investor Adapted from the Podcast interview on The Derivative, in an episode titled, “Patrick Welton’s Journey from Stanford Oncologist to one of Trend Following’s Quiet Legends.” Not long...
Patrick Welton Featured on RCM Alternatives Podcast: From Stanford Oncologist to Trend Following Pioneer
Welton Investment Partners is pleased to share that our Founder and Chief Investment Officer, Patrick Welton, was recently featured on RCM Alternatives’ acclaimed podcast, The Derivative, in an episode titled, “The Doctor Who Traded Pork Bellies: Patrick...
Coffee Futures +217%, While Bonds Returned 6.4%
Coffee futures returned +217% over the past five years. The S&P 500 gained +142%. US Bonds returned +6.4%. Each moved for different reasons. Stocks followed earnings expectations. Bonds tracked the rate cycle. But coffee prices surged on weather disruptions, crop...
Talking Hedge | Austin, TX
Talking Hedge Austin, 2026 May 20 & 21, 2026 Location: The Stephen F. Austin Royal Sonesta Hotel, Austin, TX Event Topic: Protecting Portfolios with Diversifying Strategies Protecting Portfolios with Diversifying Strategies In-Person Conference As recent regime...
The New Playbook for Alternative Investing: Offense, Defense, and Special Teams for the Modern Advisor Portfolio
Executive Summary Alternative investments have moved from the sidelines to the mainstream of portfolio construction—and for good reason. Recent policy developments, including the White House Executive Order expanding access to alternatives in retirement plans, reflect...
A New Playbook for Client Portfolios
Asset allocation has always been about balance—finding the right mix of investments to deliver returns, manage risk, and meet client goals. But as markets grow more complex and volatile, the old playbook is no longer enough. Today’s investors expect not just growth...
Framing the History of Alts and Asset Allocation Through Football
Through the lens of football, we can frame the evolution of asset allocation across three approaches: The Old-Fashioned Approach: Only Offense and Defense For decades, portfolios were built with just two squads on the field: Offense was stocks—driving growth and...
Today’s Updated Playbook: Alts Playing Alongside Their Stock and Bond Teammates
Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market...