Media

24 Aug 2021

Posted at 13:15h in News, Articles, & PR

B. G., Opalesque Geneva [caption id="attachment_49931" align="alignleft" width="150"] Dr. Patrick Welton Founder and Chief Investment Officer pwelton@welton.com[/caption] 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:...

21 Aug 2021

Posted at 21:02h in News, Articles, & PR

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 organizer for a manager to participate in...

21 Aug 2021

Posted at 20:57h in News, Articles, & PR

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 to participate in the selection process. Entrants...

03 Mar 2021

Posted at 23:45h in News, Articles, & PR

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)  ...

05 Jan 2021

Posted at 15:21h in News, Articles, & PR

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 manager applications submitted,...

04 Dec 2020

Posted at 17:36h in News, Articles, & PR

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 organizer for each...

29 Jun 2020

Posted at 13:19h in News, Articles, & PR

We are pleased to announce that Welton Global has been awarded  "Top Performer" status in the Managed Futures Fund Category of the Investors Choice Awards Americas 2020 sponsored by Allocator. The annual Investors Choice Awards honor fund managers that have achieved outstanding risk adjusted absolute returns. All funds which are kept up to date on the Allocator platform are considered for an award nomination. The Top Performer Awards are granted to the select few funds which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 Allocator extended the time period...

17 Jun 2020

Posted at 00:01h in News, Articles, & PR

New Strategy Designed to Provide Equity-Like Returns in Good Times While Mitigating Market Risk During an Economic Downturn Integrates Proven Welton Trading Strategies to Improve Outcomes for the Responsible Investor New York – June 17, 2020 – Welton Investment Partners (Welton), the alternative investment manager specializing in innovative, non-correlated, actively managed strategies that incorporate quantitative expertise for maximum investor impact, today announced the launch of ESG Advantage. ESG Advantage offers investors a new way to integrate risk mitigation strategies to improve investor outcomes for sustainable investing in the public equities markets. The strategy seeks to elevate ESG away from market risk and...

Welton Investment Partners