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Thought Leadership

Shelton Capital Management Enhances Its Suite of Income Solutions

November 14, 2016

Shelton Capital Management is pleased to announce the addition of two mutual funds to complement its lineup of funds that seek to deliver current income in today’s low yield environment. The two funds are the Shelton Real Estate Income Fund (ticker: RENTX) and the Shelton BDC Income Fund (ticker: LOANX) both of which have solid track records.

Christopher Pike has been the lead portfolio manager of the Real Estate Income Fund since its inception in 2013. Previously, Chris held positions in the REIT markets at Goldman Sachs, Merrill Lynch, UBS and Wachovia (now Wells Fargo). Chris earned a bachelor’s degree in Political Science from Rutgers University and is a CFA Charterholder.

“The investment philosophy at Shelton Capital Management -- to achieve attractive, risk-adjusted returns in a variety of market cycles -- is perfectly aligned with my own viewpoint and this fund’s goal. I am thrilled to join such a high caliber group of investment professionals,” said Christopher Pike.

The Shelton BDC Income Fund invests in common stocks and other equity securities of business development companies (BDCs) that are traded on one or more nationally recognized securities exchanges. The lead portfolio manager for the Shelton BDC Fund will be David Harris. Before joining Shelton Capital Management, David held positions with Acuity Capital Management, Banc of America Securities, Bankers Trust and Salomon Brothers. He earned a BS in Economics from the Wharton School, University of Pennsylvania, and an MBA in Finance from the University of Chicago Graduate School of Business.

“The portfolio management teams for both of these funds are high quality with proven track records of delivering an income stream from a portfolio that is less sensitive to interest rate risk than traditional bond funds. We feel as though there is demand for such solutions from our advisor clients and retirement plan participants,” says Steve Rogers, Shelton Capital Management’s CEO.

For additional information on these or any of the firm’s investment solutions, please contact Shelton Capital Management at (800) 955-9938 or visit the website at http://sheltoncap.com.

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Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $1.79 billion in client assets as of 9/30/16. For additional information, please visit http://sheltoncap.com or call (800) 955-9938.

DISCLOSURES

Investors should carefully consider a fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. There are no assurances that the respective Fund will achieve its objective and /or strategy. An investment in each Fund is generally subject to market risk, including the possible loss of the entire principal amount invested. An investment in each Fund represents an indirect investment in the securities owned by each Fund, and accordingly is subject to the risks associated with those securities. Past performance is not a guarantee of future results. The Shelton BDC Income Fund’s portfolio will be significantly affected by the performance of the publicly traded BDCs in which it invests and the performance of such BDCs’ portfolio companies. BDCs typically invest in illiquid securities, make regular use of leverage and can charge higher fees than other types of investment companies. The Shelton Real Estate Income Fund concentrates its investments in real estate securities and its portfolio is significantly impacted by the performance of the real estate market generally. The Fund may invest to a limited degree in non-traded securities that have limited operating histories and are considered illiquid investments. The Funds may invest in medium-and small-capitalization companies, which may be newly formed or have limited product lines, distribution channels and financial or managerial resources. The risks associated with these investments are generally greater than those associated with investments in the securities of larger, more-established companies. Each Fund is classified as a non-diversified management investment company under the Investment Company Act of 1940, as amended. This means that the Fund may invest a greater portion of its assets in a limited number of issuers.

Investments are not FDIC insured or bank guaranteed and may lose value.

RFS Partners is the distributor of the Funds, a member of FINRA and an affiliate of Shelton Capital Management.