News, Articles, & PR

We are pleased to relay that our Welton Global and Welton Trend programs are nominated for a total of three combined awards for CTA Intelligence’s upcoming 2018 U.S. Performance Awards. Best CTA Long-Term Performance Over $500M (5 Years) | (Welton Global) Best Diversified CTA Over $500M | (Welton Global) Best Trend-Follower Under $500M | (Welton Trend) Winners will be announced on Tuesday, February 27, 2018 at an evening event at the Yale Club in New York. 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....

Welton Global formerly known as Welton Global Directional Portfolio (GDP) ranked #22 among global hedge funds for outstanding annualized three-year compounded performance*. Read the full article here. Barron's Penta rankings of hedge fund managers are based on data compiled by Barron's and information supplied by hedge fund research firms, hedge funds and investors. A complete list of all 100 managers is available here.   *Barron’s Penta Best 100 Hedge Funds list ranks investment programs based on annualized three-year compound performance.  Research begins with information provided by three major hedge fund databases: BarclayHedge, Morningstar, and Preqin.  They also rely on industry contacts and other...

We are pleased to inform you that Welton's Global Quantitative Equity Portfolio (QEP) won "Newcomer - Equity"* at HFMWeek's US Hedge Fund Performance Awards 2016. Welton’s selection was announced at HFMWeek’s Awards ceremony at the Cipriani Hotel in New York on October 20th. Full list of winners available here. Welton's Global Directional Portfolio (GDP) was nominated for two additional awards, "Fund of the Year Under $1 Bil" and "Managed Futures (CTA) Under $1 Bil."   *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...

"Leading CTAs enjoy Brexit bounce: Winton, ISAM, Fort, Welton among big winners from market volatility" CTA Intelligence June 27, 2016 Selected excerpts: CTAs were among the big winners of the fallout from the Brexit vote, latest performance estimates show. Managed futures strategies are set to see gains in the wake of the referendum, as other hedge fund strategies struggle amid the market turmoil, analysis by Lyxor suggests. Welton Investment Partners, a $600m manager based in California, saw all three of its quantitative programs experienced gains on Friday, including an equity stat arb strategy." Full article available for subscribers here....

Welton’s Global Directional Portfolio (GDP) program selected as “CTA Fund of 2014” by a distinguished panel of established institutional investors.   FOR IMMEDIATE RELEASE April 2, 2015  –  California  –  Welton Investment Partners, a leading U.S.-based quantitative investment manager, won the prestigious “CTA Fund of 2014” award for the firm’s Global Directional Portfolio (GDP) program. Welton’s selection was announced at the gala Investors Choice America Awards ceremony at the Pierre Hotel in New York on March 31, 2015. The awards were judged by a distinguished panel of institutional investors. Judges evaluated qualitative criteria such as the investment process, risk management, and depth of research...

Welton’s latest whitepaper explores one of the most mathematically reliable, yet least isolated sources of portfolio diversification, investment holding period. FOR IMMEDIATE RELEASE CALIFORNIA -- Welton Investment Corporation today announced the release of their latest whitepaper, "Finding Diversification: The Geometry of Time and Correlation." This paper examines the impact of holding period as a source of portfolio diversification.  It finds that investments with shorter holding periods exhibit diminishing correlation to their longer-term, long-only equivalents, demonstrating that holding period can be a viable source of portfolio diversification. "Our research suggests that investments using shorter-term investment horizons are reliably non-correlated to longer-term, long-only investments made in...

[vc_row type="in_container" full_screen_row_position="middle" scene_position="center" text_color="dark" text_align="left" overlay_strength="0.3"][vc_column column_padding="no-extra-padding" column_padding_position="all" background_color_opacity="1" background_hover_color_opacity="1" width="1/1" tablet_text_alignment="default" phone_text_alignment="default"][vc_column_text]"Spotlight: Welton Investment Corporation" CTA Intelligence July 2014[/vc_column_text][/vc_column][/vc_row][vc_row type="in_container" full_screen_row_position="middle" scene_position="center" text_color="dark" text_align="left" overlay_strength="0.3"][vc_column column_padding="no-extra-padding" column_padding_position="all" background_color_opacity="1" background_hover_color_opacity="1" width="1/1" tablet_text_alignment="default" phone_text_alignment="default"][text-with-icon icon_type="font_icon" icon="icon-quote-left" color="Accent-Color"]From physician to institutional investment manager, Welton Investment Corp founder and CEO Pat Welton reveals the secrets of his firm’s performance turnaround and its next moves into quant equities and the ’40 Act space. [/text-with-icon][text-with-icon icon_type="font_icon" icon="icon-quote-left" color="Accent-Color"]For two years, the firm dedicated over half of its research budget – a budget representing two-thirds of the firm’s overall budget – to two ambitious initiatives to fundamentally...

FOR IMMEDIATE RELEASE CALIFORNIA -- Welton Investment Corporation, a leading alternative investment manager specializing in quantitative global macro strategies, today announced that it joined the Hedge Funds Standards Board (‘HFSB’), a standard setting body for the hedge fund industry, as a signatory member. The HFSB brings together managers, investors, regulators and consultants from around the world to help determine how the hedge fund industry should operate.  Over 106 Hedge Fund Managers so far have committed to the Standards accounting for over USD 500bn in AUM.  Around 60 major international investors, including pension and endowment funds, sovereign wealth funds and funds of funds,...

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