News, Articles, & PR

Welton Added to the FTSE Hedge CTA/Managed Futures Index

By February 4, 2008 No Comments

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 consistently outperformed benchmark indices like the Barclay CTA Index.  Over this same time period, GDP has also maintained a low 0.10 daily correlation to the S&P 500 Index, which is an important measure of the program’s ability to enhance investors’ broader investment portfolios.

“FTSE Hedge provides a daily measure of the aggregate risk and return characteristics of the global universe of investable hedge funds.  Constituent funds in the FTSE Hedge Indices must meet tightly defined quality, liquidity and capacity requirements, and Welton met these stringent criteria,” said Mark Makepeace, Chief Executive, FTSE Group.

Welton’s selection coincides with FTSE’s broader initiative to make the FTSE Hedge Fund Index product suite, which is comprised of eight different investable hedge fund strategy indices, the access point of choice for institutions seeking hedge fund exposure.

+++
 

About Welton Investment Corporation
Welton Investment Corporation® is a hedge fund manager specializing in managed futures and global macro investment strategies.  The firm’s investment philosophy relies on using scientific methods to uncover and harness recurring market drivers to generate long-term returns for its investors.  Welton’s clients include financial institutions, private and public funds, fund of funds, family offices and high net worth individuals throughout the world.  Founded in Northern California’s Silicon Valley, Welton® is an NFA member, and is registered as a CTA and CPO with the CFTC.  As of 1/31/08, Welton managed approximately $358M.

About the Welton Global Directional Portfolio (GDP)
The Welton Global Directional Portfolio (GDP) strives to improve the risk-adjusted returns of investors’ existing portfolios.  To accomplish this, GDP seeks to preserve the noncorrelated traits of the managed futures style class while also delivering composite-like, top-tier performance.

Media Contact
Christopher Keenan
(831) 620-6607
ckeenan@welton.com

THE INFORMATION CONTAINED HEREIN IS INTENDED FOR QUALIFIED ELIGIBLE CLIENTS AS DEFINED IN CFTC REGULATION 4.7.  PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  NO REPRESENTATION IS BEING MADE THAT ANY INVESTOR WILL OR IS LIKELY TO ACHIEVE SIMILAR RESULTS.  FUTURES, FORWARD AND OPTION TRADING IS SPECULATIVE, INVOLVES SUBSTANTIAL RISK AND IS NOT SUITABLE FOR ALL INVESTORS.

The information contained herein is not for retail investors but intended for use by institutional and professional investors including “Qualified Purchaser” within the meaning of the 1940 Act which also qualifies it for the status of “Qualified Eligible Person” under CFTC Regulation 4.7. Alternative investments are speculative, involve substantial risks and are not suitable for all investors. This information is not a solicitation for investment. Such investment is only offered on the basis of information and representations made in the appropriate offering documentation. Past performance is not necessarily indicative of future results. Welton Investment Partners LLC is a Delaware limited liability company that provides investment advisory and day-to-day operational services previously assumed by Welton Investment Corporation, its predecessor, which itself merged from a California corporation originally formed in 1988.

logo-lpfooter

Privacy Policy Legal Disclaimer Sitemap

You are leaving the site...

You have requested to view material that was not prepared by Welton Investment Partners. Click “Continue” to acknowledge that you understand that Welton Investment Partners is not responsible for the accuracy of these materials, and makes no representation that this information is presented in compliance with those regulatory guidelines that we would impose on our own internally-generated materials. Once you link to another web site not maintained by Welton, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL