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 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 institutional investors in Germany. The firm associates with only a select group of international asset managers like Welton, and does not have any fund operations of its own. Graf von Bismarck will be offering Welton’s Global Directional Portfolio (GDP) product, a quantitative managed futures program.
“We, and others, have taken notice of Welton GDP’s standout performance, both in terms of style class delivery and outperformance to peers. It’s a compelling combination, and we think a number of our clients will be interested as well,” said Ursula Dievenich, Director at Graf von Bismarck.
Now in its third year of trading, assets in Welton’s GDP program have increased from $38 to $159 million (+318% growth) year-to-date through October 31. Since inception in June 2004, GDP has maintained a 0.05 daily equity Beta while also outperforming its benchmark, the S&P Managed Futures Net Value Index, by +43.24%.
“Today’s announcement is part of a broader initiative to expand Welton’s distribution footprint, both by geography and investor segment,” said Harris.
About Welton Investment Corporation
Welton Investment Corporation® is a hedge fund manager specializing in managed futures and global macro 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 10/31/06, Welton managed approximately $192M.
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.
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.