The Impact of Higher Interest Rates on Hedge Fund Strategies

Sep 6, 2023 | Insights

When assessing hedge funds, it is essential to understand the impact of higher interest rates on the various strategies. With a risk-free rate of 5%, investors have options that were not available two years ago, and this is now the bogey against which managers are...

The 60/40 Portfolio Is Back — But Is It Safe?

Aug 16, 2023 | News, Articles, & PR

Financial Planning Wishful thinking is never a great investment strategy. But in the current macroeconomic environment, we can be forgiven for wanting to go back to the tried and true. Take the 60% equities, 40% bonds formula. The wisdom of the venerable portfolio...

Welton Proudly Accepts the SBAI’s Invitation to Join as a Core Supporter

Aug 4, 2023 | News, Articles, & PR

Welton Investment Partners is pleased to join the select group of the Core Supporters of the Standard Board for Alternative Investments (SBAI). This group consists of institutional investors and asset managers, and plays a more proactive role in the SBAI’s initiatives...

Finding Value in Drawdowns

Jun 3, 2023 | Insights

A drawdown is a decline following a recent peak of investment gains. Most investments have them, and they share one thing in common. Nobody likes them. Behaviorally, many feel emotional tension, their minds still anchoring on the recent high. Investors’ natural...

Performance Drivers Return for Quant Macro and Trend Following

Jun 2, 2023 | Insights

Many investors are rediscovering Quant Macro and Trend Following after a bruising 2022 for equities, bonds, and other asset classes. The S&P 500 lost -18%, but worse, bonds lost -13% when they were supposed to provide much relied-upon diversification. By...

Why Welton Now Offers Our Multi-Strategy Macro Program on iCapital’s Platform, and What this Means for the Future of Wealth

May 16, 2023 | Insights

Earlier this year we announced an exciting new partnership with iCapital that we think points to where the alternative asset management industry is headed. Our flagship institutional quality multi-strategy global macro program is now available on the iCapital...

Welton named as a category finalist in Institutional Investor’s 20th Annual Hedge Fund Industry Awards

Mar 17, 2023 | News, Articles, & PR

We are honored to share that Welton Investment Partners has been named among six finalists within the category of “Quantitative Hedge Fund Manager of the Year” in Institutional Investor’s 20th Annual Hedge Fund Industry Awards. We extend our hearty congratulations to...

CAIS, iCapital Expand Hedge Fund Menus as Advisor Demand Rises

Mar 15, 2023 | News, Articles, & PR

Buoyed by solid performance last year, hedge funds such as Welton and Graham Capital are building up distribution to high-net-worth advisors. By Chris Larson March 15, 2023 The relatively strong performance of hedge funds overall during last year’s public markets rout...

Welton Wins “Best ESG Investment Fund: Multi-Asset” at the 2023 ESG Investment Awards in London

Feb 28, 2023 | News, Articles, & PR

We are honored to share that Welton ESG Advantage won “Best ESG Investment Fund: Multi-Asset” at the ESG Investing Awards in London on February 23, 2023. Selection was determined by a panel of independent judges comprised of financial market professionals, academics,...

The Big Picture: The global macro investing environment has come back to normality

Feb 22, 2023 | News, Articles, & PR

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the themes expected to affect global macro investing and the commodity markets. Welton is an alternative asset manager founded in...