We are honored to share that Welton ESG Advantage won ESG Fund of the Year at the 2023 HFM US Performance Awards on November 1, 2023. Selection was determined by a judging panel made up of leading institutional and private investors and investment consultants.

Welton’s multi-asset ESG program represents an “all weather” approach that seeks to match the perpetual commitment of ESG itself through diversification and equity drawdown mitigation. To learn more, visit our Multi-Asset ESG webpage here.

Thank you to With Intelligence for organizing the event, and a hearty congratulations to all other winners listed here.


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*To be considered for the HFM US Performance Awards 2023 a manager had to submit an application to the organizer regarding their firm and programs for review. There were no fees charged by the organizer for a manager to participate in the selection process. The awards were open to all US hedge funds, fund of funds, and CTA firms. To qualify a fund’s management/advisory company or team must be based in the U.S.; have a minimum of $25m in AuM as of June 2023; and a 3-year track record of monthly performance data through June 2023. (A shorter 1-year track record was required for Newcomer, ESG, Best Digital Assets, and Alternative Risk Premia category entrants). Managers are evaluated by a judging panel made up of leading institutional and private investors and investment consultants. Judges focus on absolute performance as well as standard deviation of returns and outperformance of the relevant With Intelligence benchmark index. They also take into consideration the relative AuM, 1, 3, and 5-year track records, nature of the investment strategy, other supporting materials, and professional knowledge they have about shortlisted funds to come to their decisions. This methodology aims to reflect how institutional investors assess hedge fund performance in their allocation decisions in the real world. The judges and HFM staff have discretionary power to move submissions into alternative categories that they believe to be more suitable or to disqualify entries. Each member of the judging panel has an equal weight in choosing the winners in each category they are assigned. All judges are required to sign a disclaimer form to ensure that information about entries and the identities of final winners remain confidential.

Welton Investment Partners