News & Reports

October 17, 2019 in News, Articles, & PR

Welton Earns Three Nominations for HFM’s Upcoming U.S. Performance Awards 2019

We are pleased to announce that Welton Global and Welton Trend were shortlisted for this…

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March 26, 2019 in News, Articles, & PR

Industry Veteran, Basil Williams, Joins Welton Investment Partners as President

NEW YORK, NY, March 26, 2019 — Welton Investment Partners today announced the hiring of…

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February 25, 2019 in News, Articles, & PR

Welton Trend Wins Best Trend-Follower at CTA Intelligence’s 2019 U.S. Performance Awards

We are pleased to relay that our Welton Trend program has won Best Trend-Follower at…

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February 1, 2019 in News, Articles, & PR

Welton Earns Two Performance Award Nominations for CTA Intelligence’s Upcoming 2019 U.S. Performance Awards

We are pleased to relay that our Welton Global and Welton Trend programs are nominated…

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October 19, 2018 in News, Articles, & PR

Welton Global wins “Macro – Long Term under $1bn” at HFMWeek’s U.S. Hedge Fund Performance Awards 2018

We are pleased to announce that Welton Global won “Macro – Long Term under $1bn” …

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April 9, 2018 in News, Articles, & PR

Welton Employee Running for The Leukemia & Lymphoma Society’s 2018 Man of the Year.

Welton would like to support and recognize Adam Roach for his candidacy for 2018 Man…

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February 28, 2018 in News, Articles, & PR

Welton Trend Wins Best Trend-Follower Under $500M at CTA Intelligence’s 2018 U.S. Performance Awards

We are pleased to relay that our Welton Trend program has won Best Trend-Follower Under…

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February 3, 2018 in News, Articles, & PR

Welton Global Nominated for the 2018 Investors Choice Awards

We are pleased to relay that our Welton Global program has been nominated for the…

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December 20, 2017 in News, Articles, & PR

Welton Earns Three Performance Award Nominations for CTA Intelligence’s Upcoming 2018 U.S. Performance Awards

We are pleased to relay that our Welton Global and Welton Trend programs are nominated…

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June 20, 2017 in News, Articles, & PR

Welton Global ranked among the top-25 hedge funds by Barron’s

Welton Global formerly known as Welton Global Directional Portfolio (GDP) ranked #22 among global hedge…

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December 5, 2016 in News, Articles, & PR

Welton QEP Wins “Newcomer – Equity” at HFM Awards

We are pleased to inform you that Welton’s Global Quantitative Equity Portfolio (QEP) won “Newcomer…

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June 29, 2016 in News, Articles, & PR

“Who Made Money in the Brexit Chaos? Machines, Not Humans” (The Wall Street Journal)

"Who Made Money in the Brexit Chaos? Machines, Not Humans" The Wall Street Journal June 29, 2016 Selected excerpts: Wall Street is tallying up the winners and losers after the... Read More
June 27, 2016 in News, Articles, & PR

“Leading CTAs enjoy Brexit bounce” (CTA Intelligence)

“Leading CTAs enjoy Brexit bounce: Winton, ISAM, Fort, Welton among big winners from market volatility”…

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April 2, 2015 in News, Articles, & PR

Welton GDP Wins CTA Fund of 2014 at Investors Choice America Awards

Welton’s Global Directional Portfolio (GDP) program selected as “CTA Fund of 2014” by a distinguished…

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January 25, 2015 in News, Articles, & PR

Welton GDP Ranked Among Bloomberg’s Annual Top-25 Midsize Hedge Funds Globally in 2014

Welton GDP ranked #17 among midsize global hedge funds for outstanding 2014 performance. Bloomberg’s rankings…

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December 23, 2014 in News, Articles, & PR

Bloomberg Cites Welton GDP Among the Top-10 Performing U.S. Hedge Funds in 2014

Bloomberg recognizes Welton's Global Directional Portfolio among the top-10 U.S. hedge funds with more than $100 million in strategy assets. The kinds of strategies or asset classes that have performed... Read More
October 7, 2014 in News, Articles, & PR

Are There Times When a Short-Term Mindset Could Benefit Investors? Yes, Suggests Research by Welton

Welton’s latest whitepaper explores one of the most mathematically reliable, yet least isolated sources of…

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July 31, 2014 in News, Articles, & PR

Spotlight: Welton Investment Corporation

"Spotlight: Welton Investment Corporation" CTA Intelligence July 2014 From physician to institutional investment manager, Welton Investment Corp founder and CEO Pat Welton reveals the secrets of his firm’s performance turnaround... Read More
September 26, 2013 in News, Articles, & PR

Welton Investment Joins Hedge Funds Standards Board as Signatory Member

FOR IMMEDIATE RELEASE CALIFORNIA — Welton Investment Corporation, a leading alternative investment manager specializing in…

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August 1, 2013 in News, Articles, & PR

“Rising Rates: Where Can CTAs Look for Returns?” (CTA Intelligence)

"Rising Rates: Where Can CTAs Look for Returns?" CTA Intelligence August Issue Selected excerpts: Choppy markets and a lack of price trends in a period where interest rates have been... Read More
May 24, 2013 in News, Articles, & PR

“CTAs: Diamonds During the Rough,” (Futures Magazine)

"CTAs: Diamonds During the Rough" Futures Magazine May 24, 2013 Selected excerpts: “Research never stops,” as managers are looking to add trading tools to their heritage of pure trend-following. In... Read More
November 9, 2012 in News, Articles, & PR

“The Ups and Downs of Trendspotting,” (Institutional Investor’s alpha)

"The Ups and Downs of Trendspotting" Institutional Investor's alpha Mar 14, 2013 Selected excerpts: Managed Futures experts Welton Investment and Winton Capital glimpse recovery after two difficult years... For its... Read More
October 22, 2012 in News, Articles, & PR

“How Risky Are Bonds if Interest Rates Rise?” (Institutional Investor’s alpha)

"How Risky Are Bonds if Interest Rates Rise?" Institutional Investor's alpha Oct 22, 2012 Selected excerpts: Given today’s extraordinarily low rate environment, current bondholders are concerned they’ll be left holding... Read More
October 9, 2012 in News, Articles, & PR

When Bonds Fall: How Risky Are Bonds if Interest Rates Rise?

The Welton Visual Insight Series Thirty-one years ago the yield on corporate Aaa bonds reached…

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July 26, 2012 in News, Articles, & PR

“Balancing Act” (HFR)

“Balancing Act: There is no simple definition for risk, which makes it difficult to analyze performance” Hedge Funds Review July 26, 2012 Selected excerpts: To us, volatility and risk are... Read More
July 11, 2012 in News, Articles, & PR

“Pension Shortfall: Solving for the Missing 2%” (Pensions & Investments)

“Pension Shortfall: Solving for the Missing 2%” Pensions & Investments July 11, 2012 Selected excerpts:…

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June 11, 2012 in News, Articles, & PR

“A True CTA Will Stick to Chosen Path” (FTfm)

“Investment Approaches: The Case Can Be Made for Both Systematic and Discretionary Styles” FTfm June 11, 2012 Selected excerpts: “Should investors favour the systematic approach, sometimes known as a black... Read More
May 31, 2012 in News, Articles, & PR

“Defining a Global Macro Strategy” (Forbes)

“Defining a Global Macro Strategy” Forbes May 31, 2012 Selected excerpts: “Brent Hankins: If we look at the strategy in total, we have access to all of the major asset... Read More
April 2, 2012 in News, Articles, & PR

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

“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... Read More
August 1, 2011 in News, Articles, & PR

“Navigating Global Macro” (Foundation & Endowment)

“Navigating Global Macro” Foundation & Endowment Money Management August 2011 Selected excerpts: “Macro is a…

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May 26, 2009 in News, Articles, & PR

Welton Names Chief Risk Officer, Guillaume Detrait

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation (‘Welton’), today announced that Guillaume Detrait…

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February 4, 2009 in News, Articles, & PR

Welton Plans Expansion, New York Office Launch in 2009

FOR IMMEDIATE RELEASE NEW YORK – Welton Investment Corporation (‘Welton’), today announced plans to open…

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February 4, 2008 in News, Articles, & PR

Welton Added to the FTSE Hedge CTA/Managed Futures Index

FOR IMMEDIATE RELEASE CARMEL, CA – The Welton Global Directional Portfolio (GDP) has been selected…

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November 8, 2006 in News, Articles, & PR

Welton Selects Graf von Bismarck for Distribution to the German Institutional Market

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation announced today that it has secured…

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September 20, 2006 in News, Articles, & PR

Welton Global Directional Portfolio (GDP) Selected for AlphaMetrix Mosaic Platform

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation is pleased to announce the addition…

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September 20, 2006 in News, Articles, & PR

Welton Global Directional Portfolio (GDP) Selected for AlphaMetrix Mosaic Platform

FOR IMMEDIATE RELEASE CARMEL, CA – Welton Investment Corporation is pleased to announce the addition…

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