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“CTAs Turn to Fundamental Models in Search of Diversification” (HFR)

By April 2, 2012 No Comments

“CTAs Turn to Fundamental Models in Search for Diversification”
Hedge Funds Review
April 2, 2012

Selected excerpts:

“A growing number of commodity trading advisers (CTAs) believe fundamental strategies can help improve the return profile of trend-following managed futures programs.”
“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 analytical approaches for arriving at trading positions, assuming they are at least as effective as the core approach,’ he says.”
“‘Fundamental models are one of the pathways to diversification,’ says Welton. ‘They are particularly useful because the analytic frameworks and inputs for fundamental models can be quite diverse.’”

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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