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Welton® is a veteran alternative investment manager dedicated to developing diversifying investment strategies to measurably enhance our clients' broader portfolios.

Visual Insight Series

Diversification Revisited: What Changed During this Recovery?

Diversification Revisited: What Changed During this Recovery?

The financial recovery since early 2009 has been a most welcome reprieve from the lowest depths of the Global Financial Collapse (GFC). To better understand this recovery, we peeked beneath this rising tide to examine the behavior of investible assets and to ask a few critical questions. Were assets more,…


Apr 29, 2016

Whitepaper: Operational Alpha and Reconciliation Solutions for Growing Asset Managers

Welton's Todd Merrell, Director of Finance, recently wrote a paper that was published in the Journal of Securities Operations & Custody entitled "Operational alpha and reconciliation solutions for growing asset managers."

Press Releases

Apr 13, 2016

Welton’s QEP Program Wins Systematic Equity Fund of 2015

Welton is pleased to announce that our Welton Global Quantitative Equity Portfolio (“QEP”) has won “Systematic Equity Fund of 2015” at the Investors Choice Awards Americas.