Global Directional Portfolio: Welton Investment Corporation

Patrick Welton, CEO of Welton Investment Corporation, a CTA, says the Global Diversified Portfolio was born out of his belief that there was a better way to generate good, consistent returns from a managed futures portfolio.

In 2003 his team started designing the Global Directional Portfolio, a global macro/ managed futures trading program that began trading in 2004 and now has about $500m in assets.

"I believed that done right, this could deliver on the real promise of alternatives," says Welton. "I felt strongly that you could improve the product-offering characteristics with thoughtful design."

The main problem with the strategy was "investor perceptions of volatility relative to return production and protracted

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact or view our subscription options here:

You are currently unable to copy this content. Please contact to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to View our subscription options


Want to know what’s included in our free membership? Click here

This address will be used to create your account

Most read articles loading...

You need to sign in to use this feature. If you don’t have a account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here