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Spotlight: Welton Investment Corporation

Posted on July 31, 2014 in Articles

Alternatives industry pioneer, Patrick Welton, reveals the research behind the performance turnaround of the firm’s flagship GDP program, and details management’s two-year infrastructure reinvestment initiative to extend the firm’s know-how into quant equities and the ’40 Act space.

“Rising Rates: Where Can CTAs Look for Returns?” (CTA Intelligence)

Posted on August 1, 2013 in Articles

"Rising Rates: Where Can CTAs Look for Returns?" CTA Intelligence August Issue   Selected excerpts: Choppy markets and a lack of price trends in a period where interest rates have been near zero have characterized a tough few years for trend-followers. Welton's Chris Keenan says: "From our findings, the overall…

“CTAs: Diamonds During the Rough,” (Futures Magazine)

Posted on May 24, 2013 in Articles

"CTAs: Diamonds During the Rough" Futures Magazine May 24, 2013 Selected excerpts: “Research never stops,” as managers are looking to add trading tools to their heritage of pure trend-following. In addition to the core strategies of long-term trend-following, managers are diversifying by adding shorter-term models that may catch different portions…

“The Ups and Downs of Trendspotting,” (Institutional Investor’s alpha)

Posted on March 14, 2013 in Articles

"The Ups and Downs of Trendspotting" Institutional Investor's alpha Mar 14, 2013 Selected excerpts: Managed Futures experts Welton Investment and Winton Capital glimpse recovery after two difficult years... For its part, Welton has been able to capture upward movement of the stock market.  The firm trades about 20 stock indexes…

“How Risky Are Bonds if Interest Rates Rise?”  (Institutional Investor’s alpha)

Posted on November 9, 2012 in Articles

"How Risky Are Bonds if Interest Rates Rise?" Institutional Investor's alpha Oct 22, 2012 Selected excerpts: Given today’s extraordinarily low rate environment, current bondholders are concerned they’ll be left holding depreciating assets when rates reverse course... All results generally point to the same underlying theme – degrading risk/reward characteristics of…