The Global Directional Portfolio is a diversified, multi-strategy managed futures program, combining fundamental, mean reversion and momentum analysis. The program is a composite of strategies that perform best during different market periods, and tend not to perform poorly at the same time. With a robust operational and risk management platform at its core, its trading strategy invests across a diversified group of over 94 global futures markets spanning all four major market sectors (commodities, currencies, equity indices and interest rates).
| Year or YTD | Program | SP500 TR |
| 2016 | 11.10 | 11.98 |
| 2015 | -1.91 | 1.41 |
| 2014 | 34.20 | 13.69 |
| 2013 | -5.73 | 32.41 |
| 2012 | -8.12 | 15.98 |
| 2011 | -14.44 | 2.12 |
| 2010 | 18.73 | 15.06 |
| 2009 | -5.57 | 26.45 |
| 2008 | 25.31 | -36.99 |
| 2007 | 11.00 | 5.50 |
| 2006 | 15.21 | 15.79 |
| 2005 | 14.63 | 4.89 |
| 2004 | 10.34 | 9.27 |
| Average | 8.06 | 9.04 |
| Futures Sectors Traded | |
|---|---|
| Stock Indexes | Yes |
| Interest Rates | Yes |
| Currencies | Yes |
| Metals | Yes |
| Energies | Yes |
| Softs | Yes |
| Grains | Yes |
| Meats | Yes |
| Forex | Yes |
| Mini-Futures | Yes |
| Investment Methodology | |
|---|---|
| Fundamental Analysis | Yes |
| Technical | Yes |
| Trend Following | Yes |
| Systematic | Yes |
| Discretionary | No |
| Diversified | Yes |
| Sector Specialist | No |
| Mean-reversion | Yes |
| Quantitative Analysis | Yes |
| Instruments Traded | |
|---|---|
| Forwards | Yes |
| Futures | Yes |
| Geographical Focus | |
|---|---|
| Global | Yes |
| Holding Period | |
|---|---|
| Long Term | Yes |
| Medium Term | Yes |
| Short Term | Yes |
| Investment Terms & Information | ||
|---|---|---|
| Managed Account Minimum: | $10,000,000 | |
| Margin / Equity Ratio: | 15% | |
| Managed Account Availability: | Open | |
| Manager Name: | Welton Investment Partners LLC |
| Address: | Eastwood Building San Carlos between 5th and 6th P.O. Box 6147 |
| City: | Carmel |
| State: | CA |
| Zip: | 93921-6147 |
| Country: | USA |
Mr. Welton oversees all internal departments, with an emphasis on trading and risk management. He was a National Futures Association (NFA) Board of Director from 1997-2000. Mr. Welton has spoken at conferences, authored articles, participated in panel presentations and served on committees for the Managed Funds Association (MFA) and the NFA. He is also an investment committee member of a California pension plan and an endowment. Mr. Welton holds undergraduate, doctoral and postdoctoral degrees from the University of Wisconsin, UCLA and Stanford University respectively. Mr. Welton co-founded Welton in 1988 and has been registered as an Associated Person with Welton Investment Corporation since January 1989 and listed as a Principal with Welton Investment Corporation since January 1989. He has also been registered as an Associated Person with an affiliated entity Welton Global Funds Management Corporation since February 1996 and listed as a Principal with Welton Global Funds Management Corporation since February 1996. The main business of Welton Global Funds Management Corporation is to function as a commodity pool operator.
Mr. Balas oversees the firm’s proprietary research directives, managing groups of specialists within Information Technology, Trading and Applied Sciences. He is also a member of Welton’s portfolio management team. Mr. Balas formerly worked as an independent equity options trader, a proprietary equity trader with Bright Trading, and serves as the Chief Operating Officer of Monarch Media, a multi-media corporation. Mr. Balas holds the CAIA designation and earned a BA from UC Santa Cruz.
Mr. Nowlin oversees the Core Services Group which has as its mandate the proper management of the firm’s trade processing, investor relations, regulatory compliance, internal review and administrative operations. He earned an MBA from Santa Clara University and a BA from Westmont College. Mr. Nowlin joined Welton in 1993 and has been registered as an Associated Person with Welton Investment Corporation since June 1994 and listed as a Principal with Welton Investment Corporation since February 2000.
Mr. Bell is an independent Director of Welton Investment Corporation’s board of directors. In his role, he provides independent feedback to the board and oversight of management. Mr. Bell has been the Founder and Managing Member of Arthur F. Bell, Jr. & Associates, L.L.C., Certified Public Accountants, since 1974. Mr. Bell has over 37 years of experience in the alternative investment world and has been an active member of the MFA Executive Committee and Board of Directors since 1994. Mr. Bell was also a member of the CFTC’s Global Markets Advisory Committee. He is currently a member of the Futures Industry Association Editorial Advisory Board, the American Institute of Certified Public Accountants (AICPA), the Pension Research Accounting Group (PRAG) based in London, the Alternative Investment Management Association (AIMA) also based in London, and is on numerous industry committees and working groups. Mr. Bell is a graduate of Johns Hopkins University and a licensed CPA in Maryland and New York. He has been listed as a Principal with Welton Investment Corporation since June 2011.
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Regards,
Peter Knight Advisor
Asset Investment Management
