Welton’s strategies use quantitative and fundamental techniques developed over three decades of research.

Welton Global, the firm’s flagship multi-strategy global macro program, seeks to deliver returns that are uncorrelated to the major equity and credit market indices. It utilizes a broad set of proprietary models that trade directional, diversifying, and equity sell-off strategies.

Welton Trend, the firm’s systematic trend program, seeks to reliably deliver index-beating returns that are uncorrelated to the major equity and credit market indices. It trades a diversified group of highly liquid global markets including fixed income, equity indices, commodities and currencies.

CTA Intelligence reported that managed futures strategies gained from Brexit-related market volatility in June 2016.

Welton Investment Corporation released a whitepaper examining how investment holding periods can provide portfolio diversification.

The virtual event featured presentations by J.P. Morgan’s Marko Kolanovic and Dubravko Lakos on June 10, 2020.

Welton Investment Partners hired Basil Williams as President in March 2019 to oversee business operations.

Welton Global and Welton Trend were nominated for awards at CTA Intelligence’s 2019 U.S. Performance Awards.

Welton recognized Adam Roach for his candidacy in the Leukemia & Lymphoma Society’s 2018 Man of the Year campaign.

Annette co-founded Welton and Chairs its Board of Managers. Harnessing her 30-plus years as an entrepreneur and female pioneer in alternative investments, she focuses on governance, executive oversight, and industry relations.

Mr. Bell has spent much of his career involved in the commodities and hedge fund industry as a regulatory, tax, audit, and business advisor.

Debbie supports Welton's middle- and-back-office operations, providing fund administration oversight and onboarding new investors.

Donald H. Putnam founded Grail Partners LLC in early 2005 and is Managing Partner. Prior to founding Grail he led Putnam Lovell Securities, which he founded in 1987.

Welton integrates quantitative statistical research with fundamental insights to produce differentiated investment results.

Welton supports philanthropic causes to contribute to societal improvement.

Welton is a global investment management firm focused on delivering client outcomes.

Welton protects the privacy of individuals using its websites or investment products as the data controller.

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