“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 is a process rather than a target.’”
“Welton is definitely one of the sharpest guys, one of the greats.”
