Portfolio Manager Garvin Jabusch Featured on MarketWatch
It’s nice to think you can “do well by doing good” in green investing, as the cliché goes. But that’s hit or miss with mutual funds. Typically, more than half of active fund managers lag behind their benchmarks.
But Garvin Jabusch at Shelton Green Alpha Fund actually makes it happen. His “green” fund beats its Morningstar mid-cap growth category and U.S. mid-cap index by 15 to 17 percentage points annualized over the past three to five years, according to Morningstar Direct.
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Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium-sized companies, even indirectly, may involve greater volatility than an investment in larger and more established companies.
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