The Shelton Green Alpha Fund uses a proprietary set of factors in selecting companies. According to its prospectus, it selects green economy companies that fund management believes work “to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks and ecological scarcities.”
Coming into 2021, the Shelton Capital Management team anticipated that the vaccination campaign in the U.S. would drive a reopening of society.
DENVER—October 6, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.5163 per share payable to shareholders of record as of September 30, 2021.
Denver, September 28, 2021 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $4 billion.
Denver, August 30, 2021 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $3.8 billion in assets under management, is pleased to announce the five-year anniversary of the Shelton International Select Equity Fund (SISEX).
Fixed income historically was the land of relative calm and low volatility. The secular decline in interest rates over the last several decades has provided a highly accommodating tailwind for fixed income portfolios.
"Fixed income investors, pay attention. There’s no playbook for what a post-pandemic recovery should look like," says Jeffrey Rosenkranz, fixed income portfolio manager at $3.8 billion Shelton Capital Management.
Barry Martin, Portfolio Manager at Shelton Capital Management, was featured on TD Ameritrade. To listen to his insights, please select the following link:
DENVER—July 19, 2021 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $ 0.4652 per share payable to shareholders of record as of June 30, 2021.
The forward economic outlook is promising, but there will inevitably be fits and starts along the way. After all, there is no playbook for what a post-pandemic recovery looks like. Jeffrey Rosenkranz, Portfolio Manager at Shelton Capital Management, dives into the strategy and why the willingness and ability to be tactical has never been more crucial in the short video below:
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