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B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the commodity markets, including crude oil, and ESG investing this year. Welton is an alternative asset manager based in New York City and Carmel, California, founded in 1988, that invests in alternative investments, quantitative investments, managed futures, statistical arbitrage, global macro, multi-strategy, ESG, and sustainable finance. According to him, the war in Ukraine represents a new inflection point and has resulted in E, S, and G (environmental, social, and governance) collectively moving...

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. In this final part, he talks about ESG standards and the rise of low carbon as an asset class in its own right. He also says the relationships between debt, growth and rates, a three-body problem, are now less stable than usual. Finally, he sees “pretty sharp tipping points” in the Chinese economy through the country’s unstable debt levels and its zero-Covid policy. Click...

B. G., Opalesque Geneva In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, an alternative asset manager, offers his observations on the major macro themes expected to affect the markets in 2022. Welton Investment Partners specialises in global macro and ESG; it has $1.3bn in AuM and is based in New York and California. The firm has recently sold a minority stake to Nile Capital Group Holdings, LLC, a private equity firm based in Los Angeles. The financial terms of the transaction were not disclosed. In part 1, Dr Welton says supply chain issues and their...

New York, NY – Jan. 12, 2022 – Welton Investment Partners (“Welton” or the “Company”), an over $1B Global Macro and ESG investment manager, today announced that Nile Capital Group Holdings, LLC (“Nile”) has completed a strategic minority investment in the Company. Financial terms of the transaction were not disclosed. “We look forward to collaborating with Nile’s experienced team. Their well-known prior successes and excellence align with ours,” said Dr. Patrick Welton, Founder and Chief Investment Officer of Welton. “We have a deep commitment to our business as evidenced by our continuous investment in investment staff, processes, and systems, and...

B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related matter, even though market reactions are often attributed to new data and announcements, he says, market reactions should be attributed to impact from investors. He explains why in this interview. Opalesque: You say the Delta variant emergence is likely positive for equity and bonds. Could you explain? Dr. Pat Welton: As a medical doctor and former medical faculty, I...

We are pleased to announce that Welton ESG Advantage was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. ESG Equity Strategy of the Year | (Welton ESG Advantage – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton ESG Advantage   # # #   *To be considered for the Pension Bridge Institutional Asset Management Awards a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the...

We are pleased to announce that Welton Global was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. Quant/Systematic Strategy of the Year | (Welton Global – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton Global   # # #   *To be considered for the Pension Bridge Institutional Asset Management Awards a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager...

Patrick Welton and Basil Williams were interviewed to discuss the goals and design behind Welton’s growing ESG Advantage program which was launched in 2020. ESG Advantage takes a multi-asset class approach to sustainable investing, and its investors today include insurance companies, family offices, and institutional clients. Article by Lydia Tomkiw here (Paywall)  

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this year’s HFM U.S. Quant Performance Awards 2021. Multi-Strategy Quant | Welton Global Systematic Macro Fund | Welton Global Trend Follower | Welton Trend    A complete list of all shortlisted managers can be found here.  Winners will be announced on February 25, 2021. *To be considered for the HFM US Quant Performance Awards, a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager to participate in the selection process. From the...

We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2021. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage    A complete list of all finalists can be found here. Winners will be announced on February 4, 2021. *To be considered for the ESG Investment Awards, a manager must submit a nomination to the organizer regarding their firm and programs for review. There are no fees charged by the organizer for a manager to participate in the selection process. From the manager applications submitted, finalist managers are identified by the...
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