News, Articles, & PR

Welton would like to support and recognize Adam Roach for his candidacy for 2018 Man of the Year for the Leukemia & Lymphoma Society. Man & Woman of the Year candidates across the country compete in honor of a local boy and girl who are blood cancer survivors, to raise the most funds for blood cancer research. Every dollar counts as one vote, and the titles are awarded to the man and woman with the most votes at the end of the campaign. The top local fundraisers in the country win the national titles. “We are extremely proud to support...

We are pleased to relay that our Welton Trend program has won Best Trend-Follower Under $500M at CTA Intelligence’s 2018 U.S. Performance Awards. Welton Global was also nominated for two awards. Best Trend-Follower Under $500M | (Welton Trend – Won) Best CTA Long-Term Performance Over $500M (5 Years) | (Welton Global – Nominated) Best Diversified CTA Over $500M | (Welton Global – Nominated) 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...

We are pleased to relay that our Welton Global program has been nominated for the 2018 Investors Choice Awards. Best Managed Futures Fund – Long Term Performance | (Welton Global) Winners will be announced on Tuesday, March 27, 2018 at an evening event at the Plaza Hotel in New York. To be considered for the Investors Choice Awards Americas 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. The scoring methodology incorporates a set of qualitative criteria...

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...

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...

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...

“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,...
Welton Investment Partners