Shelton International Select Equity Fund Crosses $100M in AUM

Denver, October 14, 2020 – Shelton Capital Management, a multi-strategy asset manager, today announced that assets under management (AUM) in its Shelton International Select Equity Fund (SISEX/SISLX) have exceeded $100 million, which when added to the AUM in separately managed accounts (SMAs), the total approaches $150 million.

The Fund, which has an Overall Morningstar RatingTM of 5 stars in the Foreign Large Blend category  as of 9/30/20, seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of 30-50 stocks using a proprietary process that focuses on identifying companies that generate superior and consistent internal returns on capital in order to create shareholder value. The Fund invests primarily in mid-to-large cap foreign equity securities and has significantly outperformed its benchmark, the MSCI ACWI Ex USA (Net), across several timeframes.

3Q20 YTD 1YR 3YR Since Inception (7/18/2016)
Institutional – SISEX 7.64% 2.22% 8.74% 5.26% 9.69%
Investor – SISLX 7.58% 1.94% 8.37% 4.98% 9.41%
MSCI ACWI Ex USA (NET) Index 6.25% -5.44% 3.00% 1.16% 6.10%

All performance figures reflect an expense reimbursement. Without the expense reimbursement, the performance figures would be lower. Performance figures represent past performance and are not a guarantee of future results. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost; current performance may be lower or higher than the performance data quoted. For more current month-end Fund performance info, call (800) 955-9988.

Investors, advisors and wealth managers can access the strategy at most major platforms including Fidelity, Pershing, LPL, Schwab, Envestnet and Ameriprise.

“We’re thrilled that our clients and shareholders are showing their confidence in our strategy by allocating nearly $150 million in our funds and strategies,” said Andrew Manton, Portfolio Manager of the Shelton International Select Equity Fund. “Central to our approach is the premise that a company generates value for its shareholders by successfully redeploying capital over time. By analyzing a company according to its life-cycle stage, we believe that we can most effectively evaluate its risk and return potential, and more accurately forecast the company’s likelihood of generating value for shareholders.”

Manton, who has over 20 years of industry experience and over 10 years investing in international markets, also oversees Shelton Capital’s International Strategies in separately managed accounts (SMAs), as well the Shelton Emerging Markets Fund (EMSQX, EMSLX), which was launched earlier this year and is the successor to the ICON Emerging Markets Fund.

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 Capital 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 Capital has offices in San Francisco, Denver and Greenwich, and manages over $2.9 billion of assets as of 9/30/20. For additional information, visit https://sheltoncap.com.

Important Information

It is possible to lose money by investing in a 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.

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.

The MSCI ACWI ex USA is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed (excluding the United States) and emerging markets. Developed market countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and the United Kingdom. Emerging market countries include: Brazil, Chile, China, Colombia, the Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Russia, South Africa, Taiwan, Thailand, Turkey, and the United Arab Emirates. Net total return indexes reinvest dividends after the deduction of withholding taxes, using (for international indexes) a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. It is not possible to invest directly in an index.

Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://sheltoncap.com/morningstar/