Shelton Capital Management Introduces Emerging Markets Fund
DENVER, July 21, 2020 — Shelton Capital Management, a multi-strategy investment manager, announced the launch of its new fund, the Shelton Emerging Markets Fund (Ticker Symbols: EMSQX, EMSLX), effective June 29, 2020. The Shelton Emerging Markets Fund is the successor fund to the ICON Emerging Markets Fund.
The Fund, managed by Andrew Manton, seeks to achieve long-term capital appreciation utilizing a proprietary process and the team’s “Corporate Life-Cycle” approach which categorizes the emerging market investment universe of over 1,500 companies into five categories: Innovation, Expansion, Deceleration, Maturity, and Distress. The team focuses on identifying securities, industries and sectors that are of high conviction and may be underpriced relative to our calculation of intrinsic value. In conjunction with the Corporate Life-Cycle approach, the team incorporates a principles-based component to its investment approach, seeking to invest in businesses it believes on the whole are beneficial to society, while also screening out businesses it views as not meeting those standards.
Andrew Manton, Portfolio Manager of the Fund, said “We are extremely excited about adding the ICON Emerging Markets Fund to our fund family. While we have been investing in developing markets for over a decade, managing a strategy specific to these countries has long been a goal of our team. I believe our Life-Cycle based process is particularly well suited for these markets and we will manage the fund in a similar fashion as our International Select Equity Fund with a concentrated, high active share portfolio that is capable of consistently outperforming the index.”
The ICON International Equity Fund was also merged into Shelton’s International Select Equity Fund, which has received a 5-star Morningstar Rating™.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed seven transactions with the goal of improving the financial and economic performance of partner firms. Shelton has offices in San Francisco, Denver and Greenwich, and manages over $2.9 billion of assets as of (7/20/2020). For additional information, please visit us at https://www.sheltoncap.com. For questions on the press release, please contact: Morrison Shafroth, 720-470-3653, mo.shafroth@shafroth.com.
Important Information
The Shelton Emerging Markets Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
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It is possible to lose money by investing in the Fund. Past performance does not guarantee future results. Investors should consider a Fund’s investment objectives, risks, charges and expenses carefully 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 may be additional risks associated with international investing involving foreign, economic, political, monetary, and/or legal factors. International investing may not be for everyone. The information contained in this document is given on a general basis without obligation and on the understanding that any person acting upon or in reliance on it, does so entirely at his or her own risk. Any projections or other forward-looking statements regarding future events or performance of countries, markets or companies are not necessarily indicative of, and may differ from, actual events or results. This information is intended to highlight issues and not to be comprehensive or to provide advice.
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