Jeff Malec and John Cummings met with Managing Director of Business Development Bob Robinson and Senior Managing Director of Portfolio and Trading Operations Brent Hankins, CAIA, of Welton Investment Corporation.

Welton has long been one of our favorite CTAs, and we republished one of their research pieces a while back in our newsletter after it struck a chord with us. These guys are honest, smart, and now very well funded in order to continue their research and ascension to managed futures royalty.

We put some pointed questions to them on why and how they are different than the Winton and Transtrend’s of the world, and there answers were somewhat surprising – saying it is because they both retain a large portion of their risk budget amongst their ‘momentum’ strategies (i.e. trend following) which others may be moving away from, and have a portion in mean reversion and fundamental strategies. Their example of a fundamental trade was capturing the yield differential inherent in the differing term structure between Brent and WTI Crude Oil. Like we said – smart guys.

The only thing we don’t like the $10 Million minimum. But with assets closing in on $1 Billion, hard to blame them for ratcheting up their minimums. We’re looking at ways to bridge that gap and offer the program at $100k to $500k levels for Attain clients – keep checking in.

Stay tuned for further updates on MFA happenings, and follow our tweet stream here: Attain Capital (AttainCapital) on Twitter https://bit.ly/kpWOon