Shelton Capital Management has maintained time-tested investment principles for more than a quarter century. For more information on our funds and Optima separately managed account strategies, download and read our brochure.
Although we've grown significantly since the early years, we still answer every call within two rings, whether from a potential customer, an investor, or an advisor. We value our clients' time, and believe that in-person communication is the foundation of a good customer experience.
fossil free investing
Free Research Report
Garvin Jabusch, Portfolio Manager for the Shelton Green Alpha Fund (NEXTX) recently authored the research paper Redefining Sustainable and Responsible Investing which addresses the need for a new approach to economic modeling and portfolio construction in light of the Next Economy. For a free copy of the research paper, please click here.
Keep up with Shelton
Stay up to date with Shelton's leaders on the news and events taking place in our company and industry. Our thought leaders dedicate themselves to keeping our investors and visitors informed on industry shifts and the progress of our funds. We invite you to join us in monitoring the financial landscape through our publications here.
Greater China Fund
In recent years, development in China and the growth of the Chinese economy have given it a position of prominence on the global economic map.
The Shelton Greater China Fund invests in Chinese companies listed on exchanges in Taiwan, Hong Kong, and the Chinese mainland that will benefit from economic growth in Greater China.