We are pleased to share that Welton Advantage has been nominated in two performance categories for the 2024 HFM U.S. Performance Awards. Thank you to With Intelligence for this prestigious recognition, and congratulations to all of our fellow nominees. #wealthmanagement #alternativeinvestments #assetmanagement
关于我们
Welton Investment Partners is an established alternative asset manager focused on creating better investor outcomes. Unconstrained by convention or product silos, we draw on our experience, investment acumen, and creativity to develop non-correlated investment strategies that seek to address common yet frequently unmet investor needs. We believe our investment edge derives from our proprietary investment strategies and sophisticated capital allocation process, applied across the major liquid markets spanning equities, fixed income, commodities, and currencies. See important disclosures: https://www.welton.com/privacy/
- 网站
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https://www.welton.com/
Welton Investment Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Carmel，CA
- 类型
- 私人持股
- 创立
- 1988
- 领域
- Alternative Investments、Quantitative Investments、Managed Futures、Statistical Arbitrage、Global Macro、Multi-Strategy、ESG和Sustainable Finance
地点
Welton Investment Partners员工
动态
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We are pleased to announce the appointment of William Marr to the newly created role of Head of Business Growth. With the firm since 2022, Bill successfully launched the firm's Wealth Management Group. In his expanded role, Bill will lead business development as the firm serves an expanding list of investor segments, distribution channels, and geographies. #alternativeinvestments #wealthmanagement #hedgefunds
Welton Investment Partners Appoints William Marr as Head of Business Growth - Welton Investment Partners
https://www.welton.com
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After serving institutional investors exclusively for over three decades, today we are pleased to extend availability of our multi-strategy program to the wealth advisor community and their clients. Offered via our partners, Catalyst Capital Advisors, this fund is the firm's first single-manager mutual fund, a fund that we believe is worthy of consideration by wealth managers seeking to enhance their clients' existing 60/40 holdings. #wealthmanagement #mutualfunds #assetmanagement
Catalyst Funds and Welton Investment Partners Launch the Catalyst/Welton Advantage Multi-Strategy Fund - Welton Investment Partners
https://www.welton.com
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In a recent video clip, Patrick Welton offers considerations for wealth managers and investors when choosing a macro or trend investment manager. ?? What factors do you consider? Share your thoughts below. #wealthmanagement #alternativeinvestments #hedgefunds
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Proud to support Talking Hedge Events this week in Austin where our own Oren Rosen, PhD, CAIA will share a panel titled "Diversify & Rebalance: How to Optimize Your Portfolio with Divergent Strategies." Moderated by Ben Bronson, CFA, CAIA of Aksia, fellow panelists include: Patrick Kazley of One River Asset Management, Stephen Klein of AFBI LP and Daniel MacDonald of Middlemark Partners. Thank you Meg Bode for another terrific event!
Talking Hedge | Austin, TX - Welton Investment Partners
https://www.welton.com
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Where might 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. Read Patrick Welton's 2024 CIO letter for more. #globalmacro #wealthmanagement #alternativeinvestments
CIO Memo: Macro Allocation Perspectives for 2024 - Welton Investment Partners
welton.com
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What’s the state of systematic ESG investing? Read Guillaume Detrait's take-aways from his Standards Board for Alternative Investments (SBAI) Roundtable panel on this topic with leading institutional investors. #hedgefunds #ESG #investing
ESG and Systematic Strategies: Panel Perspectives Among Leading European Institutional Investors - Welton Investment Partners
https://www.welton.com