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...

We are pleased to announce that our Welton Trend program won Best Trend-Follower at HFM’s US Quant Performance Awards 2020. In addition, Welton Global made the shortlist for Best Systematic Macro Fund, while Welton Nexus made the shortlist for Best Quant Equity. Best Trend-Follower  | (Welton Trend – Winner) Best Systematic Macro Fund | (Welton Global – Shortlist) Best Quant Equity | (Welton Nexus – Shortlist) Encompassing the full breadth of CTA managed futures and quant hedge funds the HFM US Quant Performance Awards celebrated those firms outperforming their peers on February 26, at the Metropolitan Club, New York. The...

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this year’s HFM U.S. Performance Awards 2019. Managed futures (CTA) under $1bn | Welton Trend Managed futures/CTA long-term performance (5 years) under $1bn | Welton Trend Macro under $1bn | Welton Global    A complete list of all HFMWeek nominees can be found at the shortlist here.  Winners will be announced on November 20, 2019 *To be considered for the HFM US Hedge Fund 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...

NEW YORK, NY, March 26, 2019 — Welton Investment Partners today announced the hiring of Basil Williams as President, a new position. Williams joins Welton’s senior leadership in managing the overall business, including oversight of the firm’s investment products, operations, and expansion initiatives. Based in New York City, Mr. Williams will report to Dr. Patrick Welton, CEO and CIO. Williams brings deep general management experience as a 30+ year industry leader, both as an investment manager and allocator. He is a proven investor in alternative strategies having traded a broad suite of relative value strategies during his 20 years at...

We are pleased to relay that our Welton Trend program has won Best Trend-Follower at CTA Intelligence’s 2019 U.S. Performance Awards. Welton Global was also a finalist for The Best Systematic Macro Fund. Best Trend-Follower  | (Welton Trend – Won) Best Systematic Macro Fund | (Welton Global – Finalist)   To be considered for the CTA Intelligence US 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, up to...

We are pleased to relay that our Welton Global and Welton Trend programs are nominated for two awards for CTA Intelligence’s upcoming 2019 U.S. Performance Awards. Best Systematic Macro Fund | (Welton Global) Best Trend-Follower  | (Welton Trend) Winners will be announced on Wednesday, February 13, 2019 at an evening event at the Lotte New York Palace. To be considered for the CTA Intelligence US 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....

We are pleased to announce that Welton Global won “Macro – Long Term under $1bn”  at  HFMWeek’s U.S. Hedge Fund Performance Awards 2018. Welton’s selection was announced at HFMWeek’s Awards ceremony at Cipriani’s in New York on October 18th. Full list of winners available here. *To be considered for the HFM US Hedge Fund 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, finalists are selected by the organizer...
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