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Welton Investment Partners, a leading U.S.-based quantitative multi-strategy investment manager, has earned recognition in Barron’s Top 100 List (now called the “Barron’s Penta Top-100 Hedge Funds” list).
Ranking was based on 3-year compounded annual returns. Welton Global was one of four CTAs/managed futures programs that were among the top-22 programs ranked (ISAM, Two Sigma, GSA, and Welton Global).
View the Barron's Penta Top-100 Hedge Funds on Barron's.
View the corresponding article on Barron's.
April 13, 2016 - Carmel, California - Welton Investment Partners, a leading U.S.-based quantitative multi-strategy investment manager, won the prestigious “Systematic Equity Fund of 2015” award for the firm’s Global Quantitative Equity Portfolio (“QEP”) program. Welton’s selection was announced at the Investors Choice Awards Americas ceremony at the Plaza Hotel in New York on April 12. Full list of winners available here.
“We are extremely honored to receive this award for our newest strategy,” said Dr. Patrick Welton, CEO and Chief Investment Officer. “This is especially gratifying because the independent judges included some of the most established institutional investors around the world, and their evaluation was based on not only quantitative performance but also qualitative criteria such as investment process, risk management, and team depth.”
Read the full press release here.
January 22, 2016, via Business Wire:
Lightyear Capital LLC, a New York-based private equity firm focused on financial services investing, today announced the sale of Clarion Partners Holdings LLC, a real estate investment firm, to Legg Mason, Inc. (NYSE:LM), a global asset management firm. The transaction is subject to customary regulatory and other approvals and is expected to close in the second quarter of 2016.
Founded in 1982, Clarion Partners is an SEC registered investment adviser and FINRA member firm, headquartered in New York. It has broad market reach in the Americas, with more than 280 employees in major markets throughout the U.S., Sao Paulo, Brazil and London, England. With assets under management of approximately $40 billion, Clarion Partners manages private equity real estate across a broad range of products and strategies for 200 domestic and international institutional investors. The entire senior Clarion Partners management team will remain invested with the firm. Legg Mason will use Clarion Partners as their primary global real estate investment management platform and brand going forward.
Read the full press release on Business Wire.
Manifold Partners, a San Francisco-based multi-strategy portfolio management firm specializing in quantitative investment methodologies, announced today that SVM Capital has joined as a partner. This new collaboration will be known as Manifold Vector.
Read the full press release here.
