Media

“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),...
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