News, Articles, & PR

01 Aug 2013

Posted at 12:01h in News, Articles, & PR

[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]"Rising Rates: Where Can CTAs Look for Returns?" CTA Intelligence August Issue Selected excerpts:[/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="2/3" tablet_text_alignment="default" phone_text_alignment="default"][divider line_type="Full Width Line" line_thickness="6" divider_color="accent-color" custom_height="40"][text-with-icon icon_type="font_icon" icon="icon-quote-left" color="Accent-Color"] Choppy markets and a lack of price trends in a period where interest rates have been near zero have characterized a tough few years for trend-followers. Welton's Chris Keenan says: "From our findings, the overall return opportunity looking back historically appears equally robost in both falling and rising interest rate environments. But whereas long fixed income...

09 Oct 2012

Posted at 00:01h in News, Articles, & PR

The Welton Visual Insight Series Thirty-one years ago the yield on corporate Aaa bonds reached its 100-year peak of 15.5%. That date was in September, 1981, and rates for corporate bonds and U.S. Treasuries have fallen ever since, with both rates resting near 100-year lows today. This trend can’t last forever of course, and today many bond investors are grappling with the notion of a rising interest rate environment. And because bondholders lose when rates rise, many are now wondering, how risky are bonds if interest rates rise? We’ll examine rate and bond price behavior over the last 90 years to...

11 Jul 2012

Posted at 12:01h in News, Articles, & PR

“Pension Shortfall: Solving for the Missing 2%” Pensions & Investments July 11, 2012 Selected excerpts: “Unfortunately for plans relying solely on traditional equities and fixed income, the prospects look grim. Our analysis suggests these plans will likely experience a 2% shortfall per annum over the next seven to 10 years.” “For example, the plan sponsor with a 20% allocation to alternatives (and with the remaining 80% of its portfolio invested at the same traditionalist ratios) and a 7% per annum forward equity return expectation, is implying that its alternatives investments must return 17% in order to achieve an overall portfolio return of 7.75%.” Full article available...

11 Jun 2012

Posted at 12:01h in News, Articles, & PR

[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]“Investment Approaches: The Case Can Be Made for Both Systematic and Discretionary Styles” FTfm June 11, 2012 Selected excerpts:[/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"] “Should investors favour the systematic approach, sometimes known as a black box approach… Or should they favour the discretionary approach that relies on the instinct and experience of humans…?  The short answer in both cases is no. The long answer is more nuanced.” [/text-with-icon][text-with-icon icon_type="font_icon" icon="icon-quote-left" color="Accent-Color"] “Christopher Keenan, director of strategic marketing at Welton Investment Corporation, says...

31 May 2012

Posted at 12:01h in News, Articles, & PR

[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]“Defining a Global Macro Strategy” Forbes May 31, 2012 Selected excerpts:[/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"]“Brent Hankins: If we look at the strategy in total, we have access to all of the major asset classes. So it would include commodities, global currencies, equity indices, and fixed income. Each of those are a meaningful part of our portfolio, and we have the flexibility to invest both long or short, so we can go in either direction in each of those...

02 Apr 2012

Posted at 12:01h in News, Articles, & PR

[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]“CTAs Turn to Fundamental Models in Search for Diversification” Hedge Funds Review April 2, 2012 Selected excerpts:[/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"]“A growing number of commodity trading advisers (CTAs) believe fundamental strategies can help improve the return profile of trend-following managed futures programs.”[/text-with-icon][text-with-icon icon_type="font_icon" icon="icon-quote-left" color="Accent-Color"]“Patrick Welton, CEO and CIO at Welton, cites analytic diversity as one obvious benefit of including fundamental models within a diversified managed futures program. ‘You always benefit from having a variety of inputs and...

09 Dec 2011

Posted at 00:01h in News, Articles, & PR

“Medicine Man” Institutional Investor December 2011 Selected excerpts: “All of our investment strategies are based on capturing simple, recurring market behaviors or cash flows.” “Over the past few years, Welton has added new layers of management, beefed up its risk controls and added an independent member to the firm’s three-person governing board… ‘The depth of the team we have built, with management layers, internal auditing, all of these things that we have built, are to give the company long-term stability.’” “Welton says he expects to continue growing the firm’s asset base… [but] he has no asset target in mind…  ‘Growing is a process rather than a...

01 Aug 2011

Posted at 00:01h in News, Articles, & PR

“Navigating Global Macro” Foundation & Endowment Money Management August 2011 Selected excerpts: “Macro is a key ingredient in any well-diversified portfolio, particularly for nonprofits… Harnessing long-short capital flows between and among asset classes yields some of the most diversifying returns available to an investor… Moreover, because macro managers trade markets and currencies across the globe, diversified macro managers are not beholden to any particular sovereign currency fluctuations.” - Patrick Welton, CEO, Welton Investment Corporation   +++   Full article available here....

26 May 2009

Posted at 12:01h in News, Articles, & PR

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation (‘Welton’), today announced that Guillaume Detrait has joined the firm as Managing Director, Chief Risk Officer. He is based in the firm’s headquarters in Carmel, CA and reports to CEO, Patrick Welton. Mr. Detrait will oversee Welton’s enterprise risk management function, both ensuring that all major risk categories are properly mitigated and further consolidating sound business practices at Welton. “We’ve always appreciated the enterprise-wide need for risk management.  Investment risk often garners much of the focus, but investment risk is really just a fraction of the firm’s total exposure.  Formalizing the Chief Risk Officer...

04 Feb 2009

Posted at 12:01h in News, Articles, & PR

FOR IMMEDIATE RELEASE NEW YORK – Welton Investment Corporation (‘Welton’), today announced plans to open a New York office in 2009, to be overseen by Justin Dew, who has joined the firm as Senior Managing Director of Strategic Development. The expansion is due to the firm’s growth and increasing investor base in New York, Europe and the Middle East. “We are excited to have a presence in New York and see this expansion as an evolution of our business,” said Patrick Welton, Chief Executive Officer.  “We are delighted to have Justin on board. He brings a diverse industry background and solid understanding of...

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