| 20.10.2008 Opalesque Exclusive: as CTA strategies continue to rack up gains, Welton expects current macro events to take years to unwind and provide opportunity to drive returns (Global Directional Portfolio +11% YTD) – Part Two |
| From Kirsten Bischoff, Opalesque New York: Opalesque recently had the chance to speak with Patrick Welton, co-counder and CEO of Welton Investment Corporation, which manages a $500m global macro and managed futures portfolio. The strategy trades in approximately 100 markets spanning commodities, currencies, interest rates and stock indices. Welton’s Global Directional Portfolio (GDP) was incepted |