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 manager applications submitted,...
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 organizer for each...
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 time period...
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 risk and...
“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 awards ceremony...
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 for a manager...