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“CTAs: Diamonds During the Rough,” (Futures Magazine)

By May 24, 2013 No Comments

“CTAs: Diamonds During the Rough”
Futures Magazine
May 24, 2013

Selected excerpts:

“Research never stops,” as managers are looking to add trading tools to their heritage of pure trend-following. In addition to the core strategies of long-term trend-following, managers are diversifying by adding shorter-term models that may catch different portions of the trend in a given market. Countertrend models are increasing, as are the use of inventory data in commodities and carry strategies in currency markets.

Dew further explains how institutional investors differ from individual investors. Historically, individuals have had shorter-term relationships with their CTAs, often choosing to redeem after drawdowns and add to allocations after times of strong performance, which has reduced their and returns relative to the buy-and-hold investor. Institutional investors tend to commit funds for longer holding periods, seeking to earn performance over the manager’s full return cycle.

The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results. Welton Investment Partners LLC is a Delaware limited liability company that provides investment advisory and day-to-day operational services previously assumed by Welton Investment Corporation, its predecessor, which itself merged from a California corporation originally formed in 1988.


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