Insights & News

B. G., Opalesque Geneva According to Dr. Pat Welton, founder and CIO of Welton Investment Partners, a U.S.-based quantitative and ESG hedge fund manager, the Covid Delta variant emergence is likely an intermediate-term positive for equities and bonds. On a related matter, even though market reactions are often attributed to new data and announcements, he says, market reactions should be attributed to impact from investors. He explains why in this interview. Opalesque: You say the Delta variant emergence is likely positive for equity and bonds. Could you explain? Dr. Pat Welton: As a medical doctor and former medical faculty, I...

We are pleased to announce that Welton ESG Advantage was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. ESG Equity Strategy of the Year | (Welton ESG Advantage – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton ESG Advantage   # # #   *To be considered for the Pension Bridge Institutional Asset Management Awards a manager must submit an application to the organizer regarding their firm and programs for review. There are no fees charged by the...

We are pleased to announce that Welton Global was shortlisted for this year’s Pension Bridge Institutional Asset Management Awards. Quant/Systematic Strategy of the Year | (Welton Global – Shortlist)   A complete list of all shortlisted managers can be found here. Winners will be announced on October 6, 2021. Click here to learn more about Welton Global   # # #   *To be considered for the Pension Bridge Institutional Asset Management 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...

Patrick Welton and Basil Williams were interviewed to discuss the goals and design behind Welton’s growing ESG Advantage program which was launched in 2020. ESG Advantage takes a multi-asset class approach to sustainable investing, and its investors today include insurance companies, family offices, and institutional clients. Article by Lydia Tomkiw here (Paywall)  

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this year’s HFM U.S. Quant Performance Awards 2021. Multi-Strategy Quant | Welton Global Systematic Macro Fund | Welton Global Trend Follower | Welton Trend    A complete list of all shortlisted managers can be found here.  Winners will be announced on February 25, 2021. *To be considered for the HFM US Quant 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...

We are pleased to announce that Welton ESG Advantage was selected as a Finalist in the upcoming ESG Investment Awards 2021. Best ESG Investment Fund: Multi-Asset | Welton ESG Advantage    A complete list of all finalists can be found here. Winners will be announced on February 4, 2021. *To be considered for the ESG Investment Awards, a manager must submit a nomination 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, finalist managers are identified by the...

We are pleased to announce that Welton Global has been awarded  “Top Performer” status in the Managed Futures Fund Category of the Investors Choice Awards Americas 2020 sponsored by Allocator. The annual Investors Choice Awards honor fund managers that have achieved outstanding risk adjusted absolute returns. All funds which are kept up to date on the Allocator platform are considered for an award nomination. The Top Performer Awards are granted to the select few funds which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 Allocator extended the...

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...

“The COVID crisis has refocused people on the fact that there is investment risk, and it’s often highly unpredictable,” says Welton’s Basil Williams. Read More

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...

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 GDP ranked #17 among midsize global hedge funds for outstanding 2014 performance. Bloomberg’s rankings of hedge fund managers are based on data compiled by Bloomberg and information supplied by hedge fund research firms, hedge funds and investors.  

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,...

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...

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...

“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...

“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...

“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.

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...

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...

FOR IMMEDIATE RELEASE CARMEL, CA – The Welton Global Directional Portfolio (GDP) has been selected to the FTSE Hedge CTA/Managed Futures Index, making GDP one of only a handful of programs comprising this investable index. “We’re honored by FTSE’s selection,” said Christopher Keenan, Marketing and Strategic Planning for Welton.  “The FTSE index is a great fit for GDP because we rigorously manage the program to adhere to its style class, and ‘style representativeness’ was naturally a key consideration for FTSE.” Since inception in June 2004 through January 2008, the Welton GDP program has delivered +16.84% in average annual returns, and...

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation announced today that it has secured the services of Graf von Bismarck & Associates AG to assist in marketing to institutional and family office investors within the German market. “We’re proud to partner with a firm of Graf von Bismarck’s caliber.  Their reputation and experience make them an ideal partner for this segment,” said Jerry Harris, Director of Business Development for Welton. Founded in 1997 and headquartered in Munich, Graf von Bismarck & Associates AG is an independent financial services company dedicated to structuring and marketing premier alternative investment products to...

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation is pleased to announce the addition of its Global Directional Portfolio program (GDP) to the AlphaMetrix Mosaic Platform. The Welton GDP program is among a small group of programs approved by AlphaMetrix to provide “best of class” diversified trendfollowing exposure.  “We’re proud that GDP was selected to help fill this very important category within the Mosaic manager roster,” said Chris Keenan, Marketing & Strategic Planning for Welton. As an online direct investment portal, the Mosaic Platform provides efficient access to global trading advisors with a focus on Commodity Trading Advisors (CTAs),...

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation is pleased to announce the addition of its Global Directional Portfolio program (GDP) to the AlphaMetrix Mosaic Platform. The Welton GDP program is among a small group of programs approved by AlphaMetrix to provide “best of class” diversified trendfollowing exposure.  “We’re proud that GDP was selected to help fill this very important category within the Mosaic manager roster,” said Chris Keenan, Marketing & Strategic Planning for Welton. As an online direct investment portal, the Mosaic Platform provides efficient access to global trading advisors with a focus on Commodity Trading Advisors (CTAs),...